Alibaba: New Retail Is Exciting but Too Small For Now
Despite the excitement over Alibaba’s New Retail strategy, we believe the likes of Freshippo are still too small to contribute in a meaningful way...
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Stock Connect - Secondary Listings and Biotech Stocks to Become Eligible?
A rule change that admits Secondary listings and Chapter 18A listed Biotech stocks to the Southbound Stock Connect could see Alibaba, JD and...
457 Views
Pop Mart Pre-IPO - PHIP Updates - Still Riding on past Expansion
POP MART (POP HK) plans to raise around US$200-300m in its Hong Kong IPO. It is the largest and fastest growing pop toy company in China, in terms...
336 Views
TRACKING TRAFFIC/Chinese Express: Weak Q3 Results from ZTO & Best | Consolidation Pressures Gaining
October express data show -- once again -- strong parcel volume growth but very weak pricing. Margin pressure seen in Q3 results is adding to...
206 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views