Pop Mart Pre-IPO - PHIP Updates - Still Riding on past Expansion
POP MART (POP HK) plans to raise around US$200-300m in its Hong Kong IPO. It is the largest and fastest growing pop toy company in China, in terms...
487 Views
TRACKING TRAFFIC/Chinese Express: Weak Q3 Results from ZTO & Best | Consolidation Pressures Gaining
October express data show -- once again -- strong parcel volume growth but very weak pricing. Margin pressure seen in Q3 results is adding to...
355 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
311 Views
China Internet Weekly (23Nov2020): HUYA’s Violence, TME’s Porn, and BIDU Acquired a Short Target
Huya security guard carried an employee out of office by force. Shenzhen Authorities suspended Tencent Music ’s karaoke for 30 days. Baidu acquired...
383 Views
Nissin Food (1475): HK COVID-19 - Reversal of WFH Vs Going Out
How severe it will get in Hong Kong and will the government re-instate the lockdown. It is time to go long Nissin food and start shorting MTR and...
380 Views