The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Last Week in Event SPACE (29 July 2017)
A vexing week for arbs as HNA’s funding for CWT Ltd (CWT SP) comes under pressure and the Tower Ltd (TWR NZ) / Suncorp Group Ltd (SUN AU) deal is...
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Goodbaby - Don't Get Carried Away
Before the open yesterday, Goodbaby International Hldg Ltd (1086 HK) announced the potential $2.8bn acquisition (cash + new shares) of Goodbaby...
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Goodbaby – Higher Margins and Business Model Transition Offset Lower Revenues – 100%+ Upside - BUY
Through a series of acquisitions in recent years and organic growth Goodbaby is the largest supplier of strollers in US, Europe and China and the...
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Samsonite & TUMI... Sitting in a Tree
Samsonite & Tumi sitting in a tree, K - I - S - S - I - N - G.First comes love.Then comes marriage.Then comes baby in...
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