TRACKING TRAFFIC/Chinese Express: January Mostly Weaker YoY, but SF Holding Posts Stellar Results
Chinese express parcel volume declined by 16.4% YoY in January, mainly due to the timing of the long Lunar New Year (LNY) holiday, which began on...
382 Views
DRB Hi Com (DRB): Value Unlocking-Part II
This is the second part of the unlocking value of DRB Hi Com, highlighting the potential value unearthed from Puspakom (the vehicle inspection...
339 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
890 Views
China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
306 Views
Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
290 Views