Linklogis Pre-IPO - The Positives - Fast Growing Blockchain Driven Supply Chain Financier
Linklogis, a technology solution provider for supply chain finance in China, is aiming to raise around US$500m in its Hong Kong IPO. Its investors...
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Topsports Placement - Previous Deal Didn't Do Well, More to Come
CDH aims to raise around US$236m via selling a 2.3% stake in Topsports International (6110 HK). This will be the second selldown in the company in...
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The Shaky Assumptions Behind Recent Strong Performance of Asian Container Carriers
Container carriers have performed very well since mid-2020, and we concede we underestimated the strength of spot rates in recent weeks. But...
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Smartkarma Originals
D2C Brands in Asia: Disruption Potential in Consumer Space
Insights for investors based on comparative study of Asia D2C landscape across India, SE Asia & China.Analysis of relative segment attractiveness....
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Quick Picks: Top Investable Brands From The 2020 Singles-Day Shopping Festival
Most winning brands cannot lead to an investable business in China, but here are our four hand-picked rare species that are investable from TMall's...
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