Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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Daily Tech Pulse: Smartphone Supply Chain Disruptions and Building Brand Loyalty in Crisis
What You Need to Know Today: China smartphone shipments could plummet in 1Q20 from supply chain disruptions Trip.com ("TCOM") is rapidly building...
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Alibaba (BABA): Want Fresh Food? Order Between 0:01~7:00 A.m. Due to Coronavirus
After the outbreak of coronavirus, all online fresh food retailers are in demand, including Alibaba’s Freshippo. More consumers shop online these...
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China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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HK - Consultation on Corporate WVR Listings
The HKEX released a consultation paper on 31 January soliciting market feedback on a proposal to extend the Exchange's current Weighted Voting...
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