Sector Capsule: Internet Retailing in China
Internet retailing continues to record robust current value growth of 30% in 2017, to reach CNY3.1 trillion, although this is a deceleration after...
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Huami IPO Preview: An Unprofitable Company Masquerading as a Profitable One
Hot on the heels of the upcoming blockbuster Xiaomi Corp (XIAOMZ CH) IPO, Huami filed for an IPO in the US to raise $150 million on 12 January. It...
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Local and Central Governments' Tug over Real Estate Reform Will Shape Property and Retail Markets
First week into 2018, two developments sent property stocks and related Internet stocks flying: During the last week of 2017 and first week of...
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Sea Ltd: An "Emerging Growth" Company
Conference call reveals that Sea Ltd (SE US) is an "emerging growth" company. Management is bullish, forecasting 20-30% CAGR in 2016-21E for...
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Consumer Finance Deleveraging Clouds 2018 Outlook
● We believe there is an increasing likelihood that the fallout in cash loan sector might spread to consumer finance. What might be at risk is Ant...
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