Huawei Investment & Holdingā In the Eye of the Storm (Part I)
Huawei Investment and Holding Co. Ltd. (āHuaweiā), a parent of Huawei Technology (40978Z CH)Ā , has been in the news on the Sino-US trade war from...
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BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
Our negative view on Baozun Inc. (BZUN US) stems from the companyās declining profit margin due to eroding pricing power to key customers, and...
601 Views
š°š· šÆšµ That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
625 Views
Dowa: Zinc TCs and Drop-Out of One-Offs Should Support Strong Growth This FY as the Bottom Is In
Dowa Holdings (5714 JP) announced results after the close with results disappointing as current profitĀ fell 2.8% below guidance which had already...
564 Views
U.S. Equity Strategy:Ā The Tweet Heard āRound the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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