Cainiao Pre-IPO - The Negatives - Growth Still Driven by China Ops, Pricing Pressure Persists
Cainiao, Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO. In this note, we talk...
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Cainiao Pre-IPO - The Postivies - Evolving into a Global Player, Decent Revenue Growth
Cainiao Smart Logistics , Alibaba Group Holding (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Gree (000651 CH): Resilient Fundamentals; Rerating Potential In A Low Interest Rate Environment
Investment case rests on stable earnings growth and high dividend payout and yield, which works well in a low interest rate environment in China.
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Quiddity Mainland Connect NORTHBOUND Flows (Week to 22Sep23) : BYD, Midea, Bk of Jiangsu, & Amperex
Quiddity Mainland Connect NORTHBOUND Monitor, offering data on liquid names with interactive tables and charts. This week showed small net buying...
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Northbound Flows (Sep 22nd): BYD, CATL, Zijin Mining, Mindray
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for BYD, CATL, Zijin Mining, Mindray.
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