Haier Smart Home (6690 HK): Further Updates from Management
Sales have performed well in "Double-11" festival and Black Friday. Overseas markets have seen positive upgrade demand and digitalisation has...
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Haier Smart Home (6690 HK): Smart Moves
Haier Smart Home has seen good refrigerators/freezers sales amid the lockdowns and it will also benefit from Rmb depreciation and the government's...
363 Views
Smartkarma Originals
China Consumer Discretionary: Beneficiaries of The Nationalistic Trend
We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector...
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Contemporary Amperex Technology - King of the Overweights
Active fund ownership in Contemporary Amperex Technology has risen to peak levels across all 3 investor sets, making it one of the largest...
326 Views
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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