Smartkarma Originals
Chinese Video Surveillance Industry
Introduction The video surveillance market is speeding up in China and globally. The world’s top two surveillance companies are both headquartered...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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Megvii (旷视) Pre-IPO - Initial Thoughts on Valuation
Megvii Technology (1737211D HK) is looking to raise up to US$1bn in its upcoming IPO in Hong Kong. The company is pressing ahead with its listing...
513 Views
Megvii (旷视) Pre-IPO - Competitive Landscape and Peer Analysis
Megvii Technology (1737211D HK) (MEG) is looking to raise up to US$1bn in its upcoming IPO in Hong Kong. We previously covered some of the details...
583 Views
Shanghai/Shenzhen Connect Flows: Midea, Luxshare, Walvax
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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