ZTO's Q2 Operating Margin Improvement Was (Nearly) Unbelievable! Avoid ZTO Until Disclosure Improves
When it reported Q217 (June) results in late August, ZTO Express (ZTO US) managed to beat consensus estimates with the help of some non-operating,...
1.3k Views
Alibaba Takes CaiNiao Stake Up To 51%, CaiNiao Now Valued at US$20bn+; What's New, What's Not
Alibaba Group Holding Ltd (BABA US) announced Tuesday that it would invest 5.3 bn RMB to lift its stake in logistics specialist CaiNiao Network...
310 Views
Matahari Department Store - Can Local Knowledge Win the Game? On the Ground in J -Town
A conversation with the management of PT Matahari Department Store (LPPF IJ) in Jakarta revealed that 3Q17 has continued to see sluggish SSSG. The...
206 Views
Smartkarma: ECM Coverage Weekly Update (23 September 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. This week we see...
201 Views
ZhongAn Online P&C Insurance IPO: Softbank Is Investing, Why and So-What
ZhongAn Online P&C (6060 HK) launched its IPO this week, targeting to raise USD1.5bn. We have covered the company's fundamentals in our...
1.7k Views