Alibaba Pictures (1060): Rushing to Cinema?
Due to the reopening of the economy, the market hurried to think that viewers will flock back to the cinemas, creating a revenue growth potential...
474 Views
Wheelock Privatisation - Impact On Wharf Holdings (4 HK) & Wharf REIC (1997 HK)
On 27 February, Wheelock (20 HK) announced a proposal to privatise the company by distributing its equity holdings in Wharf Holdings (4 HK) and...
518 Views
Pinduoduo: Key Takeaways from Our Discussion with the IR Team (Part I) – Cooked Books?
We reached out to Pinduoduo (PDD US)’s IR team for comment about the concerns we had in our previous note, Pinduoduo: Inflated Top Line, Inflated...
470 Views
ASEAN Consumer Staples: Sheng Siong (SSG SP)/Dairy Farm (DFI SP) Pair Trade
Sheng Siong (SSG SP) is a pureplay neighborhood-supermarket operator based in Singapore with attractive operating metrics. Dairy Farm Intl Hldgs...
623 Views
JD.com Secondary Listing: Capital Allocation and Balance Sheet Efficiency Views
JD.com Inc (ADR) (JD US) has covered its Hong Kong secondary listing, according to press reports. JD.com will price its Hong Kong offer on 11 June....
449 Views