Smartkarma Originals
China Consumer Discretionary: Darkness Before Dawn
The Covid-induced lockdowns have brought headwinds to China consumer discretionary names in 2Q22, but we are seeing a gradual recovery with...
434 Views
Li Ning (2331): Turning Positive.
Since the last insight shorting Li Ning would have made investors between 1-2% after the recent rally in the Hong Kong equity market. Now is the...
457 Views
China Dongxiang (3818 HK): Disappointing Result, But Still a Very Undervalued Asset Play
Bad result should have reflected in the share price, and China Dongxiang is still deeply undervalued with its share trading at 61% discount to the...
408 Views
CTG Duty Free (601888 CH): Green Light for H-Share IPO and Updated View on Valuation
CTG Duty Free may need to sweeten its upcoming IPO with cheaper multiples especially following a weak 3Q21 result and the pullback in share price...
279 Views
Li Ning Placement - Momentum Remains Strong. Past Deals Have Done Well.
Li Ning aims to raise around US$1bn via a top-up placement in Hong Kong. The company has been doing well over the past year and most of the past...
338 Views