Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
890 Views
China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
306 Views
Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
291 Views
HK - Tencent, Ping An, SMIC, Xiaomi Lead Shorts; Covering on Alibaba, AIA, HSBC, HKEX
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 14 February 2020.Total...
359 Views
Coronavirus Update for Asian Megacap Tech - Inteqres Update
We do not pretend to be virologists but it does appear that so far the apocalyptic scenarios linked to coronavirus are yet to pass. For the large...
404 Views