Gree Electric: Positive Sentiment Regarding Stake Sale Already Priced In; We Remain Conservative
Gree Electric Appliance’s share price has rallied 9.1% over the last one month to CNY64.34 per share from CNY58.99 per share. In our previous...
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China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
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JS Global IPO Valuation: It's Not in the Bag
Household appliance and vacuum maker JS Global Lifestyle (1691 HK) has relaunched its IPO with a cut in price down to 5.2 HKD down from its...
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Behind PDD’s Big Q3 Misses, Profit Mission: Impossible 2020, 2021, 2022...
Pinduoduo (PDD US) ’s unattainable path to profitability is a cautionary tale of next-gen social sharing economy. Investors beware: capital in...
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Xiaomi 3Q2019 Results: Slowest Ever Quarterly Revenue Growth for the Company
Xiaomi reported its 3Q2019 results on Wednesday after market which saw revenue increasing 5.5% YoY while operating income grew 40.8% YoY during the...
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