Meituan (3690 HK): Passive Selling Next Week; Plus the Prosus Overhang
Passive Hang Seng trackers will sell Meituan next week, though the impact is not large. The overhang from the Prosus allocation is much bigger -...
1.3k Views
Futu (FUTU US / 3588 HK): Dual Primary Listing, Stock Connect & Potential HSCI/HSTECH Inclusion
Futu (FUTU US) will Dual Primary list on the HKEX by Way of Introduction. Stock is expected to start trading on 30 Dec. Futu should be added to...
1.1k Views
Beijing SinoHytec A/H Listing - Initial Thoughts on Valuation
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we'll talk about valuations.
498 Views
Beijing SinoHytec A/H Listing - A Whole Lot of Promise but Not Much Earnings to Show for It Yet
Beijing Sinohytec Co Ltd (688339 CH) (BSH) is looking to raise up to US$400m via its H-shares listing. In this note, we talk about the deal dynamics.
390 Views
Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
1.5k Views