Haier SH: Emerging Markets Refrigerator Growth Cushions Slowdown in China and Developed Markets
This is the FIRST of a series of reports on Haier Smart Homes (hereafter referred to as “Haier”), where we will be taking a closer look at the...
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Gree Electric: Proposed Share Buyback, a Near-Term Catalyst Despite Weakening Fundamentals
Gree Electric Appliance announced on Sunday (12th April 2020) that it would buy back shares worth RMB3-6bn (approximately US$425-851m) over the...
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Xiaomi 4Q2019 Results: Revenue Growth Rebounds; Shares Are Still Overvalued
Xiaomi reported its 4Q2019 and full-year 2019 results yesterday (31st March) after market which saw revenues growing 17.7% YoY in 2019 while...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Midea: Well Diversified Products, Strong Foreign Exposure and KUKA Justify Expensive Multiples
This is the Final part of a series of reports on Midea and in this insight, we will be taking a closer look at the company’s valuation. In our...
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