Haier Smart Home (6690 HK): A Trusted Name that Delivers
Healthy profit growth should sustain into 2H22 with upside from better margin as cost pressure subsides sequentially. Premium valuations are...
309 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
342 Views
Behind PDD’s Big Q3 Misses, Profit Mission: Impossible 2020, 2021, 2022...
Pinduoduo (PDD US) ’s unattainable path to profitability is a cautionary tale of next-gen social sharing economy. Investors beware: capital in...
338 Views
Shanghai/Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
310 Views
Shanghai/Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
423 Views