YUM China (YUMC): Resilient Business and Better than Expected 1Q20 Result
Yum China Holdings, Inc (YUMC US) delivered solid 1Q20 result and tops consensus estimate. The KFC and Pizza Hut operator generated US$ 97 million...
439 Views
JD.com HK Listing - Early Look - Getting the Ball Rolling
IFR announced overnight that JD.com Inc (ADR) (JD US) has filed confidentially for a secondary listing in Hong Kong. The deal is expected to be...
561 Views
Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
411 Views
Meituan-Dianping: Maybe the Consumer Will 'Snap Back' Soon. But What About the Supply Side?
Meituan Dianping (3690 HK) and Alibaba Group (BABA US)'s ele.me form the nexus of China's fast-growing online food delivery segment, connecting...
300 Views
Yum/McDonald's Pair Trade: An Enticing Market Neutral Return
Yum! Brands Inc (YUM US), the operator of quick-service restaurant chains KFC, Pizza Hut and Taco Bell, underperformed most of its peers over the...
434 Views