Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
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Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
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TRACKING TRAFFIC/Chinese Express & Logistics: January+February Volume Surges, But Is It Sustainable?
Tracking Traffic/Chinese Express & Logistics is the focal point for all our research on China's express parcels and logistics sectors. Tracking...
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The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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IQIYI IPO Valuation: Throwing Good Money After Bad
iQIYI Inc (IQ US) is a leading Chinese online video platform. On Friday, it announced its IPO price range of $17-19 per ADS. At the mid-point of...
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