Baozun (NEGATIVE) Competition from Belle’s TopSports; Q2 Margin Miss; CFO’s Broken Record
Q2 earnings combined with our ongoing checks into merchandisers lead us to believe that Baozun Inc. (BZUN US) is using its balance sheet to finance...
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The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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Megvii IPO Initiation: Anonymous No More
Megvii Technology (1737211D HK) is a Chinese AI company best known for its facial recognition platform Face++. It is backed by Ant Financial (15.1%...
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ECM Weekly (24 Aug 2019) - Alibaba, Smoore, Venus Medtech, Henlius Bio, Changsha Broad Homes
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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AGM Oriental Watch (398 HK): Good Performance from April to July, Cash Remains 84% of Market Cap
We attended the AGM of Oriental Watch (398 HK) in Hong Kong. We were positively surprised to learn that Same Store Sales (SSS) growth was highly...
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