Alibaba 4Q Ecommerce Outlook
Alibaba 4Q GMV growth was below expectations. Gap between CRM growth and GMV growth will remain large due to high return rate and more support to...
558 Views
CX Daily: Alibaba’s DingTalk Hits 15 Million Paying Users As It Tries To Climb Out Of The Red
Alibaba’s DingTalk hits 15 million paying users as it tries to climb out of the red. China drops Covid curbs on international flights.China...
654 Views
An Update to Our Pair Trade Between Emart & Coupang
We discuss an update of pair trade between Emart (long) and Coupang (short). Emart is a value stock with its shares trading at 0.2x P/B (2023)....
693 Views
China Consumer Discretionary: Reducing The Underweight
Active China funds are rotating back in to the Consumer Discretionary sector. Holding weights bottomed out in early 2022, with an increasing...
748 Views
HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate
We analyzed the latest HK SFC report for aggregate short position as of Dec 16th and highlight short interest changes in SITC, CMB, Hua Hong...
484 Views