DRB Hi Com (DRB): Value Unlocking-Part II
This is the second part of the unlocking value of DRB Hi Com, highlighting the potential value unearthed from Puspakom (the vehicle inspection...
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Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
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China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
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Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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HK - Tencent, Ping An, SMIC, Xiaomi Lead Shorts; Covering on Alibaba, AIA, HSBC, HKEX
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 14 February 2020.Total...
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