China's Luxury Market Shifting From Status to Consumption As China's Middle Class Expands
Despite China's risks and macroeconomic issues, we believe even small rates of growth will yield significant opportunities for luxury firms.China's...
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Sky TV A New Cast For Next Season?
Given SKT’s existing deal and acquisition timing, the impact to FY26 for SKT is likely to be minimal, but FY27 and beyond have become slightly more...
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Sky TV More Time Left On The Clock
Sky TV (SKT) has performed well over the past year, but we still see the risk–reward as attractive. We believe SKT has a path to grow its dividend...
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Sky TV FY25 Preview—Eyes On Rugby Rights
First time FY26 earnings guidance should be a step up on FY25, with the benefit of annualising 2H25 cost savings and likely lower NZ Rugby rights.
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Cloud Village IPO Lock-Up - Selling the PE Stock (US$350m) Might Solve the Liquidity Issues
Cloud Village Inc. (CVI), also known as NetEase Music, raised around US$420m in its Hong Kong IPO in Dec 21. Investors will be released from their...
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