The State of Online Retailing in China
Despite the promise of online retailing and its rapid growth, there are worrying signs that point to either a coming slowdown, data discrepancies,...
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Retail and Consumer Activity in China
Given the available data, we believe it indicates that Chinese consumer growth remains positive but significantly weaker than headline official...
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Eastroc Beverage H Share Listing: The Investment Case
Eastroc, the largest functional beverage company in China, is pre-marketing an H-Share listing to raise around US$1 billion. In this note, I...
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Vitasoy (345 HK): Take Profits as Takeover Speculation Mounts
Without the Lo family's support, a scheme privatisation is impossible. While a voluntary conditional offer is possible, it isn't very likely, as...
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Hong Kong Connect Flows (Aug 30th): Tencent, Xiaomi Corporation
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Xiaomi Corporation (1810 HK).
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