Hong Kong Buybacks Weekly (Aug 14th): HSBC, Link Reit, Xiaomi
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK), Link...
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China Consumer Sector – A Strong Comeback in 5-1 Golden Week
Impressive recovery vs Feb-Apr 2023, while both consumer and investors sentiment should be boosted, the post holidays purchasing power is still...
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Hong Kong F&B: Restrictions Lifting Winners and Losers
Cafe de Coral is a familiar name but Tam Jai has a different offering and the management is capable to upsell other products incorporated in the...
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HK Lockdown Ideas: Long Nissin Food and Short Cafe De Coral
The recent lockdown in HK proves that unless everyone is vaccinated, the risk remains. The HK SAR government does not rule out the possibility of...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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