Long Yonghui/Sell Sun Art: Sun Art's Overpriced for the Alibaba Ecosystem
In this note, we are looking at the China supermarket/hypermarket pair between Yonghui Superstores Co., (601933 CH) and Sun Art Retail (6808 HK)....
347 Views
Costco Wholesale (COST): Concerns Behind First-Day Crowd in China
We believe the first-day rush is just a one-time event. We believe Costco can hardly survive the market in China. Almost supermarkets are losing...
416 Views
HK Connect Ideas: Highlight of Hang Seng Quarterly Review (2019-08-16)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
435 Views
HK Connect Ideas: Ten Weeks of Inflows, Sino Biopharm, Anta, Maoyan, H&H (2019-07-19)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
386 Views
2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
700 Views