Pre-Singles Day Online Major Home Appliance Sales in China – AC Maintained the Strong Performance
Air Conditioner y/y growth further accelerated in October, sales went up by 129% Sales of Flat-panel TV picked up; share of leading traditional TV...
536 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
6k Views
Skyworth (751 HK): A Long-Dated but Attractive Distribution and Share Buyback Scheme Proposal
While the offer is attractive, the appraised value of Skyworth Photovoltaic is optimistic - my estimated total value is HK$8.43 vs the IFA's...
643 Views
HK Connect Flows Weekly (Aug 15th): Xiaomi, Kuaishou, Wuxi Biologics, Alibaba, BYD Electronic, Anta
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Xiaomi, Kuaishou, Wuxi Biologics, Alibaba, BYD...
1.6k Views
Skyworth Group (751 HK)'s Latest Partial Buyback. Thoughts On Proration
If the price gets (even) closer to the tender price, assuming investors want to come out short and expect no surprise shift in proration, it's...
606 Views