CX Daily: Alibaba’s DingTalk Hits 15 Million Paying Users As It Tries To Climb Out Of The Red
Alibaba’s DingTalk hits 15 million paying users as it tries to climb out of the red. China drops Covid curbs on international flights.China...
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An Update to Our Pair Trade Between Emart & Coupang
We discuss an update of pair trade between Emart (long) and Coupang (short). Emart is a value stock with its shares trading at 0.2x P/B (2023)....
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China Consumer Discretionary: Reducing The Underweight
Active China funds are rotating back in to the Consumer Discretionary sector. Holding weights bottomed out in early 2022, with an increasing...
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HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate
We analyzed the latest HK SFC report for aggregate short position as of Dec 16th and highlight short interest changes in SITC, CMB, Hua Hong...
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Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
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