The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
291 Views
Xiaomi (1810): Overvalued and Lingering Overhang
Xiaomi Corp (1810 HK) share price has gone up around 10% in the past few days due to a couple of reasons namely re-rating from brokers, new product...
298 Views
Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
223 Views
Hong Kong Connect Weekly: Tencent, HKEx, Meituan, Weimob
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
290 Views
Unity Technologies Pre-IPO – Unlikely to Dethrone Unreal Engine in AAA But Watch the M&A Strategy
Unity Technologies is in the process of prepping for an IPO this year. The company develops the Unity game engine which is widely used to develop...
393 Views