Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150, CSI300, SENSEX, LQ45, PSEi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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China's Export Outlook 2023: How Port, Shipping and Logistics Fare?
We are cautious on China's export outlook in 2023, and operating environment of port, container shipping and logistics sectors will be challenging....
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GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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JD Logistics (2618 HK): 3Q22 High Growth, Not Just Acquired But Organic, 29% Upside
The growth rate of total revenue accelerated in 3Q22. We believe the organic growth was also strong besides the acquisition of Deppon. We set an...
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2023 High Conviction: JD.com to Benefit from Discretionary Spend Recovery, Margin Progress on Track
As our 2023 High Conviction call, in this insight, we take a deep-dive analysis into JD.com’s key investment controversies: Revenue growth recovery...
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