2023 High Conviction: JD.com to Benefit from Discretionary Spend Recovery, Margin Progress on Track
As our 2023 High Conviction call, in this insight, we take a deep-dive analysis into JD.com’s key investment controversies: Revenue growth recovery...
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Weilong Delicious Global Pre-IPO - Latest PHIP Updates - No Growth
Weilong Delicious Global (WDG HK), a spicy snack food company in China, aims to raise around US$200m in its Hong Kong IPO.
557 Views
Alibaba (BABA US): Fighting Back
Ownership in Alibaba Group Holdings is on the rise among active Greater China managers. . Stock price below $100 a clear catalyst for managers to...
513 Views
DPC Dash Pre-IPO - The Negatives - Lags the Leader, Remains Loss Making
DPC Dash, Domino's Pizza's franchisee in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the not so positive...
638 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
457 Views