TRACKING TRAFFIC/Chinese Express: Weak Q3 Results from ZTO & Best | Consolidation Pressures Gaining
October express data show -- once again -- strong parcel volume growth but very weak pricing. Margin pressure seen in Q3 results is adding to...
206 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views
China Internet Weekly (23Nov2020): HUYA’s Violence, TME’s Porn, and BIDU Acquired a Short Target
Huya security guard carried an employee out of office by force. Shenzhen Authorities suspended Tencent Music ’s karaoke for 30 days. Baidu acquired...
259 Views
Nissin Food (1475): HK COVID-19 - Reversal of WFH Vs Going Out
How severe it will get in Hong Kong and will the government re-instate the lockdown. It is time to go long Nissin food and start shorting MTR and...
222 Views
HSCI Index Rebalance and Stock Connect: Early Look at Potential Changes
While the HSCI does not have assets benchmarked to it, the index review is closely watched since the index forms the basis of stocks that are a...
406 Views