Add Meituan on Rumors of Social Benefit Payments
Meituan’s recent price decline was partly due to the rumors about the social benefit payments. I think these are pure rumors and offers a change of...
368 Views
DPC Dash Pre-IPO - The Positives - On a Rapid Expansion Spree
DPC Dash, master franchisee for Domino's Pizza in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the...
492 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
China Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent, Meituan, Tencent Music, JD Logistics
The authorization contracts between Blizzard and NetEase will terminate. Tencent plans to distribute Meituan shares as dividend. JD Logistics...
421 Views
Hang Seng TECH Index Rebalance: Float & Capping Changes
Float and capping changes are expected to result in a one-way turnover of 2.3% leading to a one-way trade of HK$1.9bn. There is large short...
544 Views