Haier SH: Emerging Markets Refrigerator Growth Cushions Slowdown in China and Developed Markets
This is the FIRST of a series of reports on Haier Smart Homes (hereafter referred to as “Haier”), where we will be taking a closer look at the...
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Gree Electric: Proposed Share Buyback, a Near-Term Catalyst Despite Weakening Fundamentals
Gree Electric Appliance announced on Sunday (12th April 2020) that it would buy back shares worth RMB3-6bn (approximately US$425-851m) over the...
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Xiaomi (1810 HK): Qualitative Review of Pandemic Impacts in 1Q2020
Many mobile handsets were ever locked in the warehouses of closed shopping malls so that they could not be sold on internet. The air conditioner...
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Midea: Well Diversified Products, Strong Foreign Exposure and KUKA Justify Expensive Multiples
This is the Final part of a series of reports on Midea and in this insight, we will be taking a closer look at the company’s valuation. In our...
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SH/SZ Connect Flows: $4 Bln Outflows, CATL, Gree, Moutai
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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