US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
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Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
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China Internet Weekly (27Jul2020): Online Retail Continued to Accelerate in June
The growth rate of China online retail reached 19% YoY in June, higher than 15.6% YoY in May. Chinese retailing e-commerce companies raised funds...
310 Views
Tencent – Well Timed Transaction
*Another Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...
318 Views
Asia Short Interest Weekly: JD, Netease, CSPC, Alibaba, Meituan, Tencent, Fanuc, Mitsubishi, Toshiba
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
328 Views