JD Logistics (2618 HK): Priced Towards The Low End
There are a lot of positive assumptions baked into J.D. Logistics price. I tilt more positive towards to JD.com. Despite the regulatory overhang,...
448 Views
Kuaishou (1024 HK): 1Q21, Still in a Time of Change
Online marketing is replacing live streaming as the largest business. In live streaming, live sales are replacing dancing shows. The company is...
349 Views
Kuaishou: Online Ad Drives Top Line Growth; Margins to Remain Under Pressure with Overseas Expansion
Kuaishou’s 1Q2021 results reveal that the company’s live streaming business growth is declining after seeing a boost during the pandemic last year.
368 Views
HSTECH Index Rebalance: Back to 30 with 2 Adds and 3 Deletes
There are 2 adds and 3 deletes for the HSTECH Index. One-way turnover is estimated at 5.61% and will result in a one-way trade of HK$1.41bn. 2518...
631 Views
HSCEI Index Rebalance: BYD's Double Inclusion; Capping Changes Lead to High Turnover
The 2 adds and 3 deletes for the HSCEI are just what we expected. BYD is an inclusion in the HSI too and could move higher over the next 2 weeks....
677 Views