The State-Owned and Baidu Backed Online Grocer that Loses Lots of Money
We believe COFCO Womai Ltd (1556961D HK)Â may run out of money over the next 1.5-2 years. Womai, a leading online grocery chain in China, plans to...
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Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
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Japan Telcos: Cabinet Office to Look at Spectrum Allocation
Recent news reports suggesting that Japan could move to an auction system for spectrum allocation appear overdone. They were driven by a Cabinet...
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Global Equities:Â China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
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