Trade War/Tech War/Bourses & Quotas/Property/Alibaba
China News That Matters Goodwill gestures raise false hope Huawei makes big 5G offer – in good faith? HKEX to buy LSE? Foreigners to buy more China...
323 Views
Hong Kong IPO Analytics - Regular Cornerstone Investors and Track Record
At the beginning of this year, we at Aequitas Research, wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
656 Views
NetEase (NTES): Sold Import E-Commerce to Alibaba (BABA), Win-Win Deal
NetEase (NTES) sold its e-commerce platform Kaola to Alibaba Group Holding (BABA US). After the deal, Alibaba (BABA) will have more than half of...
325 Views
Baozun (NEGATIVE) Competition from Belle’s TopSports; Q2 Margin Miss; CFO’s Broken Record
Q2 earnings combined with our ongoing checks into merchandisers lead us to believe that Baozun Inc. (BZUN US) is using its balance sheet to finance...
474 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
470 Views