TRACKING TRAFFIC/Chinese Express: ASPs Fell 21-34% YoY in April on Competition, Growth of Low-End
Chinese express parcel volume grew by 32% YoY in April, the strongest growth so far in 2020 (growth in the key inter-city segment was even...
121 Views
Softbank – Cash and Cash Flow Matters More than LTV and Pega-Unicorn Drawings
Softbank did not disappoint the more cynical amongst us with an array of sombre presentation slides that lacked only for some b-movie horror...
189 Views
HKEx (388.HK): US-Listed China ADR Homecoming, A Long-Term Positive
Chinese companies listed in the U.S. are following Alibaba Group (BABA US) in choosing Hong Kong for a secondary listing. It is reported that...
273 Views
Softbank Starts on Its ¥4.5trln Capital Plan - A Model for Bullishness
A bit over a year ago in early February 2019, Softbank Group (9984 JP) CEO Masayoshi Son went on a rant during the FYQ3 results announcement,...
360 Views
HSI Consultation on WVRs & Secondary Listings - BIG Flows
On 13 January, Hang Seng Indexes Limited (HSIL) released a consultation paper on proposed changes to the Hang Seng Index (HSI) and the Hang Seng...
319 Views