Alibaba 1Q22 Preview – Is an EBIT Kitchen Sink on the Horizon?
Alibaba will report 1Q22 earnings on Tuesday, August 2nd before the open of the US market. We believe EBIT levels could come under scrutiny as...
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The Week That Was in ASEAN@Smartkarma - Online Groceries, BCA's Consumers, and Astra's Recovery
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Futu Holdings - An Inflection Point Imminent?
Strong retail participation and market performance enabled Futu Holdings to benefit from strong growth. Given a shift in investor sentiment, we...
447 Views
Cloud Village (NetEase Music) Pre-IPO - Initial Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
290 Views
China Premium: Expropriation Risk Needs to Be Priced in to Privately-Owned Companies
July21 provided many reminders (Didi, education) that Ant Financial isn't the exception but the rule. Expropriation risk is real in the PRC, and...
226 Views