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...
328 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...
421 Views
Hang Seng Index Dec22 Rebal - 3 IN, None Out (The March to 80 Continues)
The Hang Seng rebalance for Dec 2022 adds 3 names which combined have a weight just under 1%. There are other capping changes but they are not...
427 Views