Nongfu Spring IPO: Trading Debut
Hangzhou Tigermed Consulting (H) (3347 HK) is a global contract research organisation (CRO). Tigermed is the largest clinical CRO in China with a...
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Nongfu Spring IPO: Valuation Insights
Nongfu Spring (9633 HK) is a leader in the packaged drinking water and beverage business in China. Nongfu had the leading market share in the...
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Haidilao (6862): A Recovery Is on the Way
Poor 1H 2020 caused by COVID-19 has forced the management to shut a majority of its outlets, however, most Haidilao outlets would have operated by...
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Cafe De Coral (341): Loser COVID-19 Resurgence in HK
The management instituted a change in the business direction from dine-in to home delivery which will be the right direction for the long run...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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