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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GDS Holdings Hong Kong Secondary - Going Big. Will Almost Become Net Cash, for a While.
Gds Holdings (Adr) (GDS US) plans to raise around US$1.6bn in its secondary listing in Hong Kong. I had covered the background of the deal in my...
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TRACKING TRAFFIC/Chinese Express: Pricing Still Weak | STO Q3 Profit Warning | ZTO HK IPO Update
Although volumes bounced back in September, pricing remains weak. We retain our BUY ratings on SF Holding and Best Inc, while ZTO Express remains a...
333 Views
Tencent Holdings – Sliced Bread
Tencent Holdings: AfterPay Is Like The Greatest Thing Since Sliced Bread For Tencent. Not Only Has Tencent Earned 354% On Its Stake But AfterPay...
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Mapletree Logistics Placement - Big Deal, Little Accretion but past Deals Have Done Well
Mapletree Logistics Trust (MLT SP) plans to raise around S$450m to part fund the acquisition of 24 logistics properties.
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