Local and Central Governments' Tug over Real Estate Reform Will Shape Property and Retail Markets
First week into 2018, two developments sent property stocks and related Internet stocks flying: During the last week of 2017 and first week of...
194 Views
Consumer Finance Deleveraging Clouds 2018 Outlook
â—Ź We believe there is an increasing likelihood that the fallout in cash loan sector might spread to consumer finance. What might be at risk is Ant...
261 Views
JD-Tencent Alliance Strikes Back, Twice
After Tencent took over 5% of Yonghui Superstore (601933 CH, NR), the JD-Tencent Alliance made its second move, acquiring 10% of VIPS at 55%...
346 Views
Chinese Express Firms Have Been Poor Proxies for E-Commerce/BABA Growth, & It's Likely to Get Worse
China's listed express parcel delivery companies have proven to be unreliable proxies for the growth of Chinese e-commerce in 2017, particularly...
369 Views
Chat with China Logistics Property Hldgs (1589:HK) Shows Progress on Fundamentals; BUY Below HK$2.40
Last week we chatted with a representative from China Logistics Property Holdings Co Ltd (1589 HK) and it appears the company has recently made...
337 Views