China Tower V China Mobile: Focus on China Mobile's Returns, Not China Tower's Growth
We have written several times recently on China Tower (788 HK) into and following its IPO. The stock has struggled but remains well above our...
356 Views
Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as...
397 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
631 Views
Asian Telecom 2Q18 Tower Trends
The major event in the Asian tower space recently was the IPO of China Tower (788 HK). We have written on China Tower recently see it as an...
362 Views
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...
336 Views