China Internet Weekly (26Oct2020): BABA Bought Sun Art, Foxconn Sold BABA
Alibaba (BABA) became the largest shareholder of Sun Art (6808 HK). Foxconn (2354 TT) sold all shares in Alibaba (BABA). New Classics Media...
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Last Week in Event SPACE: Shimachu, Cathay, Nexon/Familymart, KWG Living, Tata Consultancy, Sun Art
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Sun Art Retail: A Quick Run Through Fundamentals as Alibaba Takes the Helm
Sun Art is one of the largest hypermarket operators in China, with over RMB 95 billion revenue and RMB 4.6 billion OP. The company operates...
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Sun Art (6808 HK): Alibaba Takes Control
The Mulliez family exit the hypermarket operator, giving Alibaba majority control. That's a big vote of confidence for Sun Art.
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Nongfu Spring (农夫山泉) IPO: Bottle Size Matters, Photos on the Ground
We visited a supermarket RT-Mart (大润发) and a convenience store Lianhua (联华) in Shanghai. We believe Nongfu Spring’s advantages are (1) plastic...
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