CrossASEAN Ground Zero - Changing Dynamic in E-Commerce, Vinfast Holding Back, and Grab & Trans-Cab
This week we look at the changing dynamics behind Southeast Asia's e-commerce landscape as TikTok effectively moves into second place but the...
267 Views
Super Micro Ascends, Walgreens Exits Nasdaq-100 on 22/Jul. How Will Index Rebalancing Pan Out?
NASDAQ index will rebalance admitting SMCI replacing WBA. SMCI has surged 214% YTD while WBA has crumbled 56% YTD. Index effect posits for SMCI to...
335 Views
Remember DiDi Global? We Check in on China's Dominant Rideshare Company and Review Recent Results
In this insight we review Didi Global's recent history dating back to its US IPO, analyze financial results from FY20 through Q124, and try to...
388 Views
China Consumption Weekly (8 Jul 2024): BYD, Seres, Tesla, Microsoft, XHS, Mixue
BYD’s sales volume increased by 35% YoY in June and by 39% YoY in 2Q24. Tesla’s Model Y is on the state-owned corporation procurement catalogues....
260 Views
Cirrus Aircraft IPO - Fundamentally Sound but Parent Still Under Sanction
Cirrus Aircraft (0153126D US) seeks to raise up to US$197m in its Hong Kong IPO. In this note, we undertake a quick peer comparison and share our...
327 Views