Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
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Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
433 Views
Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
496 Views
Social Gaming and Esports Upside for Tencent…
‘It’s necessary for developers to learn to get along with [subscription services] ...When seeking a partner for this, it’s important to find...
457 Views
Last Week in GER Research: Meituan, Nio, Haidilao, Shandong Gold, China Renais., X Financial and PDD
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we dig into the economics of Mobike as it relates...
358 Views