Consun Pharma (1681): 1H 2018 Update and Overseas Venture
Since my last note on Consun Pharmaceutical (1681 HK) , its share price has tanked by 36.31%; fell much harder compared to Hong Kong Hang Seng...
386 Views
Last Week in GER Research: TME Delay Due to Spotify Weakness? MYOB, Ganfeng, Tongcheng, and NIU
Below is a recap of the key IPO and Event-driven research produced by the Global Equity Research team. This week we highlight that Tencent Music...
875 Views
Last Week in GER Research: Tencent Music Vs. Spotify, Ganfeng Lithium, Meituan, Weidai, and Innovent
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight why we think Tencent Music...
406 Views
Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
516 Views
Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as...
393 Views