Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
935 Views
2026 High Conviction: Ping An to Re-Rate if Growth/Recovery Continues
Despite decent share price performance this year, Ping An remains a laggard among other Chinese insurance stocks. It warrants a re-rating if its...
270 Views
HK Connect Flows Weekly (Dec 5th): Alibaba, Meituan, Pop Mart Intl, SMIC, Zijin Mining, Xiaomi
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Meituan, Pop Mart Intl, SMIC, Zijin Mining,...
306 Views
Shenzhen Mindray Bio-Medical A/H Listing-Strong Track Record but Has Been Suffering Lately
Shenzhen Mindray Bio-Medical Electronics (300760 CH) (SMBE), a provider of medical devices, is looking to raise about US$2bn in its upcoming H...
361 Views
HSCEI Index Earning Revision (Nov): PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM
We analyzed HSCEI's consensus for Nov 2025 and highlighted changes of EPS in PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM, China...
313 Views