JD.com Tencent Div Distribution - The US$10bn Overhang
On 23rd Dec 21, Tencent declared a dividend in the form of distribution in specie of 1 share of JD.com for every 21 shares of Tencent. The shares...
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Coupang Earnings Preview: More Room to Fall
With Coupang possibly having the biggest downside potential among leading EC players in the region, we would choose it over others names to have a...
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China ADRs Delisting - US Tightens and HK Loosens Requirements - Long/Short Basket Trade
On 2nd Dec 2021, SEC issued Final amendments to implement the Holding Foreign Companies Accountable Act. In this note we will talk about the final...
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China Considering a Data Tax on Big Tech
Investors are starting to rethink their investments in the Chinese tech space and the idea that investors should avoid Chinese tech stocks amidst...
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Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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