Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as...
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Smartkarma’s Week That Was in JP/KR: Photo Sessions on Mt. Baektu, Samsung C&T, and Asahi Intecc
In this report, we highlight the key reports on Japan and Korea that have been published on Smartkarma in the past two weeks. We also provided a...
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Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
613 Views
Alibaba's India Game Plan - More than Meets the Eye; Investor Day Analysis (Part II)
Alibaba Group Holding (BABA US)'s unsaid India game plan - Actions speak louder than words. We put together Alibaba Group Holding (BABA US)'s...
640 Views
Last Week in GER Research: Meituan, IPO Trading Strategy, Shandong Gold, Maoyan and Viomi
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight that Meituan is closer to fair value...
336 Views