Alibaba: Superiority Threatened
Yesterday, China's competition regulator, the State Administration for Market Regulation (SAMR), formally approved the draft anti-monopoly law...
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Alibaba (BABA US): Unloved but Undeterred
Alibaba shares underperformed its peers significantly in the last 12 months. We reviewed the company's FY21Q3 results which prime the stock for an...
428 Views
HSCEI Dividends - Structural Sell; Bank Dividends the Swing Factor
We see downside in the HSCEI 2021 and 2022 div futures due to changes in the index composition and potential changes in the index methodology....
445 Views
HSCEI Index Rebalances - The Year of the Ox and of More Change
There will be a lot of changes to the HSCEI this year that will impact the sectoral composition and open up trading opportunities on the stocks and...
783 Views
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...
523 Views