SHEIN IPO in Hong Kong: Has OP Margin Bottomed? If It Has, SHEIN Is Approaching Value
If a potential drop in fuel prices in FY27 lifts core margins up to around 4% next year, it appears SHEIN could be trading below 14x forward PER.
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GEMWeekly (23 Aug 2024): China Property Price War; Thailand, SK Macro; SEC, Tencent, JD, Reliance
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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[Blue Lotus Daily-TMT Update]:700 HK/BABA US/NTES US/JD US/2618 HK/WMT US/BABAUS/AMZNUS/PDDUS/3690HK
Taobao Deals app now accepts WeChat Pay, AI technology in development for <arena infinite breakout:="">, final pre-launch test for <where winds...
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From Resilient Retailers to Struggling Brands - A consumer sector deep dive
Covid created unusual demand trends causing some companies to invest in the wrong areas. Current consumer landscape is cautious with consumers...
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Remain Overweight Large-Cap Growth; Downgrading Materials to Underweight; Software Buys $MSTR $CRWD
Remain Overweight Large-Cap Growth $IWF as discussed 5/29/24; Downgrading Materials $XLB to Underweight; Buy/Stay Long Software Stocks $IGV $MSFT...
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