Haidilao (6862): Not a Victim of Swine Flu Thus Still Hot!
Contrary to the popular belief, the Asian Swine Flu that drives up pork prices do not have that big of an impact in Haidilao thanks to their...
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Tencent/NetEase: August Game Approval Analysis
Yesterday, the Chinese regulator announced the August batch of approvals for domestic games. In our previous note in July, we discuss that Tencent...
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Baidu (BIDU): IQiyi (IQ) Became a Burden, 40% Downside to Book Value
The 2Q19 results are not as stable as it looks. The operating margin of the search business improved to 11% in 2Q19 versus 6% in 1Q19 at the...
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HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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