China Software & IT Services – Implications of Huawei MetaERP
This is negative to the China ERP market as competition heats up but the impacts to Yonyou and Inspur will be larger than Kingdee as the formers...
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POTUS Executive Order: Potential Additions to the CMIC List
There could be more entities added to Biden's Executive Order if US-China relations continue to worsen. Defense & surveillance stocks, plus subs of...
320 Views
Smartkarma North Asia Weekly: POTUS Order, Kanzhun, Angelalign, & 3 Children Policy in China
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
238 Views
Last Week in Event SPACE: Swire, Hitachi Metal, Jardine, Softbank, Bingo, Japan Asia, Mainstream
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
294 Views
Hong Kong' Short Interest: From the Wuhan Lockdown, The Market Low, Until Now
Since August 2012, reportable net short positions in Hong Kong at the end of each week are filed with the SFC confidentially and are published one...
319 Views