Despite +48% Volume Growth, ZTO's Margins & Operating Cash Flow Fell Sharply in Q2
Despite another quarter of strong parcel volume growth (+48% YoY in Q2), ZTO Express (ZTO US) showed it could not convert more parcels into...
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HKEx (388.HK): Trading Volume in July Accelerated, MSCI China A-Share Future Is Next Catalyst
HKEX (388 HK) just released its July market statistics, which accelerated to higher growth rate over the same period last year. HKEx' July month...
383 Views
Tencent - Untangling Trump
*Implications of Executive Order: On August 6, 2020, the Trump administration issued a pair of executive orders directed at mainland Chinese...
385 Views
In Effort to De-List from NASDAQ, Trip.com Unlikely to Find Many Eager Buyers
On July 28, several media sources speculated that Trip.com (TCOM US) was working to de-list from NASDAQ. Rising China-US political tensions and...
308 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
291 Views