CMBI Research Focus List (November Edition) – Our best high conviction stock ideas
In our last report dated 17 October, we highlighted a list of 21 long ideas.The basket (equal weighted) of these 21 stocks underperformed MSCI...
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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...
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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...
332 Views
CX Daily: China’s Covid Caseload Hits Six-Month High As Big Cities Suffer Flare-Ups
China’s Covid caseload hits six-month high as big cities suffer flare-ups. China, Japan to move quickly on maritime and air security hotline
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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...
425 Views