NetEase (NTES): Expect Steady Growth in 2Q20, Fortune No 2. ROE in China
Fortune announced NetEase had the second-high return on equity among all Chinese listed companies. We expect revenue to rise by 16% YoY and EPS to...
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China Internet Weekly (3Aug2020): JD Acquired Appliance Store, Xiaomi Phone Sales Plunged
JD.com (JD) acquired 100% of Five Star, a store chain of household appliance. Xiaomi (1810 HK)’s smartphone sales decreased by 35% YoY in...
281 Views
Asia Short Interest Weekly: Alibaba, JD, Wharf, SMIC, JPX, Itochu, Canon, Kyushu, Shinpoong, Seegene
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
334 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.3k Views
Alibaba: Where Is FCF Spent? – FY03/20 Update
Strong FCF generation is one of the key positives for Alibaba Group (BABA US). However, as we have noticed in the past, Alibaba has invested around...
393 Views