Shiseido (4911 JP): 1Q24 Results Beat; Recovery On Track
The investment thesis for Shiseido is twofold: a recovering China mainly due to one-off concerns (nuclear wastewater), and a margin recovery story...
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Pop Mart (9992 HK): International Expansion Is For Real
The founder and CEO of Pop Mart, Wang Ning attended the sixth meeting of the Sino-French Entrepreneurs Committee in France and as part of Xi's...
667 Views
China After-School Tutoring: Still In The Early Innings; Prefer China Beststudy Over EDU
China after-school tutoring remains one of the most attractive and visible sectors in the next 2-3 years time frame. Sector top pick is China...
215 Views
China Property: Sentiment Likely To Improve; Prefer Ever Sunshine Services (1995 HK)
Given the extreme pessimism on valuation, good opportunities exist for select quality companies in the China property space, especially in property...
297 Views
JD.com (JD US / 9618 HK): Announced 2.8% Share Buyback In 1Q24 + My 1Q24 Preview
JD.com will report 1Q24 results on May 16. Take advantage of the improving Hong Kong stock market sentiment, which should most immediately benefit...
527 Views