Vedant Fashions IPO - Dominant Position in a Small Niche but Appears Pricey
Vedant Fashions is looking to raise up to US$420m in its India IPO. In this note we will talk about the company background and run the deal through...
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The Week That Was in ASEAN@Smartkarma - Grab & Bank Fama, XL Axiata & Link Net, and Shopee in India
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Tencent Holdings – Getting Its House In Order
TENCENT: Substantial disagreements over DouYu’s strategic direction, has caused a re-think at Tencent. Unlike the JD.com move, the Douyu move makes...
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Hong Kong Connect Flows: What Were Chinese Buying Before CNY
We highlight stocks that Chinese were buying via Southbound Stock Connect before CNY: Meituan (3690 HK), Tencent (700 HK), Kuaishou (1024 HK),...
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HK Short Interest: AIA, Country Garden
We highlight week on week short increases in AIA (1299 HK) and Country Garden (2007 HK) in the latest Hong Kong SFC short aggregate report.
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