Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
532 Views
Milian Technology IPO Preview: Driving Profitable Expansion Through Yidui and Tietie Apps
​Beijing-based Milian Technology, a fast-growing marriage and dating platform, filed to go public in Hong Kong. I have a positive view of upcoming...
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2025 High Conviction: Newborn Town (9911.HK) – Deep Value - China’s Global Social Apps Expansion
Newborn Town offers opportunity to capitalize on China-to-overseas growth with a diverse portfolio of social networking apps, at deep value on PEG...
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BUY/SELL/HOLD: Hong Kong Stock Updates (September 21)
Conglomerate stocks in Hong Kong have outperformed this month. Weibo target price is upgraded and Dongfang Electric is intiated BUY. CEE saw a...
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