Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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JD.com Takes 9.9% Stake in China Logistics Property Holdings (1589:HK): Validation & Valuation
After hours on Monday, April 30th, China Logistics Property Holdings Co Ltd (1589 HK) announced that it will sell 321 mn new shares to JD.com Inc...
466 Views
What's Wrong with ZTO? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
296 Views
TRACKING TRAFFIC/Chinese Express & Logistics: March Growth Slows | ASPs Dip | But Intra-City Firmer
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
249 Views