Smartkarma Originals
China Online Marketplaces: Expecting Slow yet Steady Growth
The competitive landscape for China online marketplaces is stabilizing rather than deteriorating as investors feared. Incumbents are regaining...
667 Views
ECM Weekly (2nd Apr 2023) - Meituan, Rakuten Bank, SBI, Merdeka, ZJLD, Trial Hol, DPC, WCP, MLT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
502 Views
HK Short Interest Weekly: Bidu, Baba, Byd Company
We analyzed the latest HK SFC report for aggregate short position as of Mar 24th and highlight short interest changes in Bidu, Baba, Byd Company.
396 Views
GEM Weekly (31 Mar 2023): South Korea, China Macro; Baidu, PDD, Aramco, Alibaba, SK Hynix, JD.com
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
384 Views
Tencent: Next Candidate for an Alibaba Style Split?
As Alibaba is splitting its business into six mini-Babas, some speculate that Tencent could be the next candidate. Unlike Alibaba, Tencent’s...
505 Views