Softbank Group: Add Currency Headwinds to the List of Concerns
Over two trading days, Softbank Group shares have fallen 16% and taken the discount to fair value above 50% for the first time since activist...
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Baozun: COVID-19 Causing Delayed Order Delivery, Cancellation Peaked
Based on our check with Baozun Inc. (BZUN US) top merchandise customers, combined with Alibaba Group (BABA US) management comments during their...
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Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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Covid-19 - We Identify Some Opportunities in Markets - Inteqres Review
We dissect the recent decline across Asia and emerging markets with the aim of identifying a few interesting areas for managers to utilise cash. ...
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ByteDance (字节跳动) Pre-IPO - Globally the Most Downloaded App for Jan 2020 Driven by India
ByteDance IPO is one of the major listings by Chinese TMT companies that we are looking forward to. The company was valued at USD 75 billion in a...
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