Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
534 Views
Hang Seng TECH Index - New Kid On The Block
Last evening, the Hang Seng Indexes Company announced the launch of the Hang Seng TECH Index on 27 July. The new index will track the 30 largest...
761 Views
China E-Commerce [Alt Data]: Demand Picks Up in 2Q; Expect Strong Results for Alibaba/JD/PDD
Chinese government data suggests that the retail demand for online goods has picked up to the pre-pandemic level in 2Q 2020. We expect 2Q 2020 to...
463 Views
TRACKING TRAFFIC/Chinese Express: Volumes Up | Pricing Craters | STO Pre-Announces Weak Q2
Chinese express parcel volume growth was strong in June, rising by 36.8% YoY. As has been the case in recent months, growth in mainstream...
407 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...
504 Views