Meituan (3690 HK): Paused AliPay for the Third Time, The Dilemma Can Be Top Risk After Pandemic
Meituan deleted AliPay in its apps last week, but resumed it this week. Meituan cannot leave AliPay, as AliPay is powerful in retailing. Meituan...
363 Views
Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.2k Views
Tencent (700 HK): Expect Better 2Q20, But Limited Upside
Tencent will release its 2Q20 result on August 12. We expect revenue will grow by 29% YoY and EPS will grow by 26% in 2Q20. Mobile game and WeChat...
277 Views
Li Auto (理想汽车) Trading Update - No Mention of Hillhouse's Investment
Li Auto Inc. (LI US) raised about US$1.1bn at US$11.50 per share, above the top-end of its IPO price range last night. We have covered the deal in...
469 Views
HSCEI Dividends - Skewed to the Downside
The 2021 HSCEI dividend futures have been on a roller coaster ride since January this year when the HSIL published a consultation paper on the...
398 Views