CTG Duty Free (601888 CH) Pre-IPO: Revival of H-Share IPO
CDFC re-activated its H-share IPO by refreshing its Application Proof. If the issue details are unchanged, it is less attractive than previously...
527 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
631 Views
Smartkarma Originals
China Consumer Discretionary: Darkness Before Dawn
The Covid-induced lockdowns have brought headwinds to China consumer discretionary names in 2Q22, but we are seeing a gradual recovery with...
434 Views
Last Week in Event SPACE: Frasers Hospitality, Toyo Construction, Link Admin, Kito Corporation
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
526 Views
Visit to a Clarks Store in London, A New CEO, & The Surprising Popularity of Clarks' Wallabees
I visited a Clarks store in Putney, London today. I provide details of this store visit. Clarks is well poised to stage a major turnaround in...
655 Views