Tweedy, Browne Fund Q3 2022 Commentary
Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting...
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Sapphire Foods IPO - Smallish Stock with Big (US$550m) Multiple PE Lockup Expiry
In Nov 2021, Sapphire Foods Limited, one of Yum Brand’s franchisees in the Indian subcontinent, raised around US$280m in its Indian IPO. In this...
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CX Daily: Will Europe Pour More Money Into China?
Cover Story: Will Europe pour more money into China? Xi calls for China-U.S. relations to return to ‘right course’. Exclusive: Agricultural Bank of...
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China Internet Weekly (14Nov2022): NetEase, Activision Blizzard, Alibaba, Tencent, IQiyi, Suning.com
NetEase and Activision Blizzard will possibly terminate their cooperation next January. Singles’ Day sales are not successful. iQiyi announced...
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HK Short Interest Weekly: Kuaishou, Li Ning, China Shenhua, BYD Electronic
We analyzed the latest HK SFC report for aggregate short position as of Nov 4th and highlight short interest changes in Kuaishou, Li Ning, China...
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