Relaunching Coverage of Sun Art Retail With No-Moat Rating, Negative Trend
We relaunch coverage of Sun Art Retail with a fair value estimate of HKD 6.2 per share and no-moat and negative moat trend ratings. Our fair value...
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China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
261 Views
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
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Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
§ The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
177 Views
CRE NewBrewCo Outperforming on MegaBrew? Sounds Thingish. Take a Page from Pooh
In the past week and a few days, The proposed AB InBev transaction for SABMiller ("MegaBrew") has sent CRE NEWBREWCO from the equivalent of...
320 Views