DPC Dash IPO - Might Be Worth a Small Slice
DPC Dash (1405 HK) is now looking to raise up to US$90m, after having shelved its last attempt to raise around US$75m in its Hong Kong IPO in...
542 Views
ZTO Express Q4/2022 Results & Guidance: Moderate Growth in '23, but Also Obstacles
ZTO guides strong volume growth and potentially better unit economics in '23, but we expect price pressure to return, and the company needs to rein...
478 Views
China TMT Update(Mar.16): BABA/JD/PDD/VIPS/TikTok - PDD Reveals Ambitious Goal in Temu Conference
PDD: Temu announced ambitious goal in an open conference; BABA/JD/PDD/VIPS/3690.HK: Positive rebound in January/February retail data, increased...
308 Views
HSCEI Index Rebalance Preview: China Shenhua (1088) Could Replace Country Garden (2007); Div Impact
China Shenhua could replace Country Garden in the HSCEI in June. Shenhua has been moving higher, COGARD lower. Shorts are much higher on COGARD...
662 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views