Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Dongshan Precision (东山精密) A+H Pre-IPO: Early Thoughts
Dongshan Precision is seeking an A+H listing. In this note, we look at the company's business, its industry context, and provide our early thought...
154 Views
EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
723 Views
A-Share Margin Trading Weekly (May 29th): INDUSTRIAL BANK, ANHUI JIANGHUAI AUTOMOBILE, BOE
We analyzed A-share margin trading positions report for the past week and highlighted INDUSTRIAL BANK, ANHUI JIANGHUAI AUTOMOBILE, KUANG-CHI...
133 Views
Victory Giant H-Share Listing: High-Growth AI Player at a Compelling Discount
Chinese PCB manufacturer Victory Giant Technology -A (300476 CH) plans to raise US$2.2bn through H-share offering. Shares are priced at a discount...
284 Views