Smartkarma Originals
Chinese Video Surveillance Industry
Introduction The video surveillance market is speeding up in China and globally. The world’s top two surveillance companies are both headquartered...
1.4k Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
857 Views
Megvii (旷视) Pre-IPO - Initial Thoughts on Valuation
Megvii Technology (1737211D HK) is looking to raise up to US$1bn in its upcoming IPO in Hong Kong. The company is pressing ahead with its listing...
769 Views
Megvii (旷视) Pre-IPO - Competitive Landscape and Peer Analysis
Megvii Technology (1737211D HK)Â (MEG) is looking to raise up to US$1bn in its upcoming IPO in Hong Kong. We previously covered some of the details...
760 Views
Shanghai/​​​Shenzhen Connect Flows: Midea, Luxshare, Walvax
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
504 Views