Gome's Gamble on Social Commerce Is Unlikely to Generate Sufficient Margins
After the Australian government blocked $kirin’s proposed sale of Lion Diary & Drinks (LDD) to China Mengniu Dairy in late August, Kirin...
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Car Inc (699 HK): MBK Takes A Turn At The Wheel
Tainted by association. As it currently stands, that is Car Inc (699 HK)'s bugbear. When Luckin Coffee (LK US) infamously collapsed back in April...
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CAR Inc in a Privatisation Play?
Car Inc (699 HK) provides car rental services, including car rentals and fleet rentals in China. On Thursday, a Reuters article claimed that a...
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Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
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Last Week In Event SPACE: Line Corp, Esprit, Sembcorp Ind, Car Inc, Accordia Golf, Skyworth, JCNC
Last Week in Event SPACE ... There is a built-in ability, nay prerogative, for the companies involved in LINE Corp (3938 JP) to go get a...
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