HK Lockdown Ideas: Long Nissin Food and Short Cafe De Coral
The recent lockdown in HK proves that unless everyone is vaccinated, the risk remains. The HK SAR government does not rule out the possibility of...
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Quick Picks that Are Hopeful of Keeping Delighting Chinese Consumers
The consumer sector in China has been a complex and dynamic one in recent years, with two totally opposing trends (of both consumption upgrade and...
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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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Esprit (330 HK): The Claytons Activist?
In March of this year, the apparel group Esprit Holdings (330 HK) announced six German subsidiaries of the company applied for protective shield...
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