Smartkarma Originals
Asia Restaurant Sector: Disrupted. Opportunities/Challenges Ahead -Time to Pivot & Persist
Restaurants globally not just in Asia are passing their darkest days as pandemic-led caution and restrictions have impacted operations and...
1.1k Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
340 Views
Cafe De Coral (341): Loser COVID-19 Resurgence in HK
The management instituted a change in the business direction from dine-in to home delivery which will be the right direction for the long run...
370 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
509 Views
Jiumaojiu Placement - Right at Lock-Up Expiry
Jiumaojiu (9922 HK) aims to raise around US$135m via a mix of top-up and secondary placement. The company recently listed in Jan 2020 and we have...
438 Views