COLLECTION
Consumer Discretionary

Consumer Discretionary
Insights in the Consumer Discretionary Space

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23 Dec 2024 11:23

China Consumption Weekly (16 Dec 2024): Alibaba, Meituan, Mixue, Green Tea

Alibaba sells Intime Department Store to Youngor. Meituan shortens delivery workers’ working hours due to sudden death cases. Mixue, the price...

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Ming Lu
64 Views
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bullishHang Seng Index
23 Dec 2024 10:02

EQD | Hong Kong Index Options Weekly - HSI and HSCEI December 16-20

One of the smallest weekly ranges of the past year - if you were short volatility, it was feet on the desk;  if you were long volatility, it was...

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John Ley
67 Views
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bullishVesync
23 Dec 2024 09:14

Vesync (2148 HK): A Potential Privatisation?

​Vesync may be heading towards privatisation by the Yang family which owns a 68.8% stake. Using historical P/B average and sector PER average as...

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Analyzing the Regulatory Loophole in Kaspi's Acquisition of D-Market's Controlling Stake and Potential Outcomes

D-Market's controlling stake is being sold to Kaspi, acquiring Class A shares at $7.57 and Class B at $4.75.

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