Meituan (3690 HK): Passive Selling Next Week; Plus the Prosus Overhang
Passive Hang Seng trackers will sell Meituan next week, though the impact is not large. The overhang from the Prosus allocation is much bigger -...
1.3k Views
ATRenew: Round & Round It Goes
ATR is trading cheap. Even cheaper when taking into account its net cash position. I would not be surprised to see ATR seek a secondary listing in...
475 Views
Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
389 Views
Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
1.5k Views
HSI, HSCEI, HSTECH, HSIII, HSBIO Index Rebalance: US$6.4bn of Flows Post Capping (Dec 2025)
The Dec rebalance of the HSI, HSCEI, HSTECH, HSIII, HSHKBIO indices will use today's closing prices for capping. The round-trip trade across the...
446 Views