2022 High Conviction - Kuaishou (1024 HK) – E-Commerce Live Broadcasting Still in Early Stage
We believe e-commerce live broadcasting is a promising business and KS is a promising operator of the business. It is rare among internet-based...
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Hong Kong Connect Flows: Hua Hong Semicon Inflow at 52 Week High
We highlight inflows into Kuaishou Technology (1024 HK), Hua Hong Semiconductor (1347 HK), Meituan (3690 HK), as well as outflows from Tencent (700...
219 Views
Digital Core REIT IPO Trading - Strong Demand
Digital Core REIT (DCREIT), a data center REIT, raised US$600m in its Singapore IPO. In this note we will talk about the trading dynamics.
383 Views
Global Emerging Markets Weekly: 3 December 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Screening for GEMs: December 2021
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
286 Views