Cross-Border E-Commerce in China: Updates and Whos' Who
Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of...
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UNVR IJ: Stiff Competition to Reduce Unilever Indo's Lofty Valuation Premium
Unilever Indonesia (UNVR IJ) has long been dubbed as the proxy for the rising middle-class domestic consumption story in Indonesia and enjoyed a...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Best World (BEST): 1H, License to Sell in China on the 2H, and Relative Value Idea
1H 2018 Result Summary1H 2018 ended as the management informed late last year; a weak revenue contribution from China as they are transitioning...
404 Views
China Shineway(2877: HK): Beneficiary from Deregulation of Non-Essential Drug in Grassroots Level
A year ago, I wrote about China Shineway Pharmaceutical Group Ltd. (2877 HK) that has a couple of low-cost drugs that sell in the second and third...
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