2Q19 Chinese Express: Little to Show for Big Volume Share Gains
Six listed firms control most of inter-city express market As China’s express industry consolidates, ‘weak hands’ have largely exited, and...
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Xiaomi (1810 HK): Smartphone Accounts for Only 36% of Gross Profits
In this note, we will not rate the company. We believe the smartphone business is weak, but it is not the only main business in Xiaomi. The...
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Alibaba (BABA US): A Deep Dive into Alibaba Cloud
This is the FIRST of a series of reports on Alibaba Group Holding (BABA US), where we try to take a closer look at the fundamentals of each of the...
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Trade War/Tech War/Bourses & Quotas/Property/Alibaba
China News That Matters Goodwill gestures raise false hope Huawei makes big 5G offer – in good faith? HKEX to buy LSE? Foreigners to buy more China...
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Hong Kong IPO Analytics - Regular Cornerstone Investors and Track Record
At the beginning of this year, we at Aequitas Research, wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
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