Haier Smart Home (6690 HK): Stays Smart
Haier Smart Home is less exposed to real estate market than expected. Digitalisation and efficiency improvements are driving margin; and...
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Midea A/H Listing - Early Look - Probably Raising Acquisition Currency
Midea officially filed for an H-share listing yesterday. As per media reports the company is looking to raise up to US$3bn in Hong Kong.
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Haier Smart Home (6690 HK): Further Updates from Management
Sales have performed well in "Double-11" festival and Black Friday. Overseas markets have seen positive upgrade demand and digitalisation has...
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A-H Premium Weekly (Apr 11th): Beigene, China Oilfield Services, Dfzq, Innocare Pharma, China Life
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Beigene, China Oilfield Services, Dfzq, Innocare Pharma,...
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LG Electronics India Pre-IPO - Thoughts on Valuation
LG Electronics (066570 KS) is looking to raise US$1.5bn+ via part-selling its stake in LG Electronics India. In this note, we talk about valuations.
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