Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Weekly (20Jul2020): Tax Check on Online Retailers Stopped, Cross-Province Group Tour Reopened
Tencent (700 HK) acquired a game developer, Leyou (1089 HK). The State Taxation Administration stopped local tax bureaus’ self-check requirement...
497 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
707 Views
Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
479 Views
Cathay Media & Education IPO Initiation: Tune In
Cathay Media and Education (1981 HK) is a media group, built on twin pillars of a leading TV/film production business and a higher education...
448 Views