China Internet Weekly (16Mar2020): IKEA Goes to Alibaba and Gome Appliance Goes to JD.com
IKEA started an online store on Alibaba (BABA)’s Tmall.com and Gome started an online store on JD.com. Alibaba (BABA)’s home delivery network,...
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Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
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IDreamSky’s Determined Pursuit of Leyou
iDreamsky Technology Limited (1119 HK)’s long-drawn pursuit of Leyou Technologies (1089 HK) was given a boost on 12 March, when iDreamSky announced...
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Last Week: CP All, SOHO China, Maeda Road, DP World, Unizo, Wheelock, Leyou
Last Week in Event SPACE ... The fact that CP All PCL (CPALL TB) won the bidding did not come as a complete surprise. The "loser" in this...
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Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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