China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
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HSI Index Rebalance Preview - Let There Be Change
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q2 review of the Hang Seng Family of Indexes in mid August. The...
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Yum China Secondary Listing: Not Enough Growth to Justify EV/OP Peak
Alibaba Group (9988 HK)’s secondary listing on the Hong Kong stock exchange late last year sparked a lot of interest in secondary listings among...
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Yum China HK Listing - Early Look - Relatively Bigger Deal Should Have a Relatively Bigger Impact
Yum China Holdings, Inc (YUMC US) has filed confidentially for a secondary listing in Hong Kong, as per media reports. It aims to raise around...
448 Views
JD.com (JD): Implies Alibaba Plotted Defamation on “618 Promotion” Sales
JD posted a statement that denies Analysys’ appliance-sales ranking on the “618 promotion”, in which Alibaba is No. 1 and JD is No. 2. Appliances...
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