Alibaba Potential IPOs - Part 1 - Six Mini-Alibabas - Some Are More Ready than Others to List
Alibaba recently announced that it would adopt a new organizational structure, splitting into six major business groups and other investments. In...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Nongfu Spring Lock-Up Could Correct the Tiny Float and Limited Trading
Nongfu Spring had one of the best debuts for large IPOs last year. The stock is still trading 92.5% above its listing price. We talk about the...
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China Healthcare Weekly (May12)-Policy Catalyst in Medical Device, GLP-1 Overvaluation, Pientzehuang
New policy catalysts in medical device sector arrives.Current valuation of weight-loss drug companies have “big bubble”.Due to China's de...
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Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CMB, Inovance, Haier Smart Home, Luxshare...
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