The GER Weekly EVENTS Wrap: Anta/Amer, Trade Me, Hengan and API/Sigma
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week Arun develops a differentiated view on the...
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Last Week’s GER IPO Research: Tencent Music, IPO Trading Strategy Deep Dive, WuXi, Junshi & Xinyi
Another busy week for IPO research from the GER team. This week, we recap the Tencent Music Entertainment (TME US) IPO which we noted is more...
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Starbucks (SBUX): China Strategy Reaped by Luckin’s Parasitical Tactic, a Visit and Case Study
We believe Luckin copies SBUX’s site selection, but chooses low rental places close to Starbucks shops. Starbucks plans to add delivery business...
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The GER Weekly Events Wrap: Softbank, Graincorp, Trade Me and Familymart/Don Quijote
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week we dig into the underlying returns at...
344 Views
Last Week's GER IPO Research: Tencent Music, Softbank, Weimob, Luzhou, Junshi, Yancoal and Asiainfo
We had another busy week for IPO research the GER team. This week, we recommend participating in the Tencent Music Entertainment (TME US) IPO,...
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