COVID-19: Sectors and Stocks Through the ESG Lens – Internet Retail (JD.com)
Shortly, I will be publishing a comprehensive ESG assessment of JD.com motivated by its upcoming Hong Kong listing as well as the potential IPO of...
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Alibaba (BABA): 4Q2020 Preview, GMV Bounced Back in March
BABA’s GMV (Gross Merchandise Value) in the March quarter was flat with the same period last year. The GMV growth rate bounced back to 9% YoY in...
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Tencent 1Q20: Mini-Programs & Enterprise Collaboration to Shine in 2020 as Firms Rush to Digitize
Tencent's Q1 results posted an all-around beat as the Company benefitted from increased user engagement during COVID-19. We maintain our overweight...
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China ADRs Secondary Listing: COVID-19 Has Increased the Tension but Narrowed the Short List
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies...
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Short Interest Spiked for China Gas, Country Garden Svc, Big Covers for Innovent
Hong Kong SFC reported today for aggregate short position on Apr 29. The aggregate short value for equities increased by $1,489m (+2.7%) WoW and...
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