Intime Retail: Progress Update on Alibaba's Offer
It has been close to two months since Alibaba Group Holding Ltd (BABA US) made their offer for Intime Retail Group Co Ltd (1833 HK). In this...
293 Views
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
709 Views
Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
332 Views
Golden Eagle (3308 HK): Deteriorating Fundamentals with Years of Derating Ahead - SELL
Golden Eagle Retail Group (3308 HK) (“GE”) is a regional Chinese department store operator with heavy exposure to Jiangsu Province. GE, like many...
488 Views
Upgrading 2017 Macau Gaming Revenue Growth to 6%; Policy Risks Prevent Robust Recovery
We have revised our near-term Macau gross gaming revenue growth forecast, based on our industry checks that point to improvement in both VIP and...
560 Views