DPC Dash Pre-IPO - The Positives - On a Rapid Expansion Spree
DPC Dash, master franchisee for Domino's Pizza in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the...
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CX Daily: China’s Halting Steps to Dial Back ‘Zero Covid’
Cover Story: China’s halting steps to dial back ‘zero Covid’. Flights to China still lag demand despite easing of some Covid restrictions, sources say
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The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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JD.com (9618 HK): 3Q22, Growth Recovered, Margin Reached Historical High
The revenue growth rate bounced back to 11% YoY in 3Q22. The operating margin improved to historical high at 3.1%. We believe the stock price has...
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Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March to 80 Continues)
The Hang Seng rebalance for Dec 2022 adds 3 names which combined have a weight just under 1%. There are other capping changes but they are not...
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