China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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ECM Weekly (1 Dec 2019) - Venus Medtech, Alphamab, CMC REIT, XD, BAM
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. It has...
624 Views
Auto Supplier - New Shorting Opportunity
In my last insight on Nippon Paint Holdings (4612 JP) I discussed how the company is dependant on the Chinese auto sector which some may say it's...
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PT Surya Citra Media Tbk (SCMA IJ) - The Transitional - On the Ground J-Town
A meeting PT Surya Citra Media Tbk (SCMA IJ) in Jakarta to discuss progress on the companies moves into the digital space revealed positive...
539 Views
Alibaba: Switching from the ADR to the HK Listing
In this note, we look at the merits of switching into the HK listing of Alibaba Group (9988 HK) vs. holding the ADR listing for Alibaba Group...
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