The Week that Was in Greater China@Smartkarma - IPhone 8, Chinese Tourism, Auto Sales & More!
The Week that Was in Greater China @Smartkarma features important insights on China, Macau, Hong Kong and Taiwan published here during the previous...
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YUMC Continues to Deliver SSSG Upside - Q2 2017 Update
KFC and Pizza Hut Q2 2017 Update: According to our KFC online (website and mobile app) tracking, KFC China has accelerated its marketing and...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
180 Views
Ajisen - Core Business Improving, Net Cash, Stake in Baidu Takeout + Chairwoman's Vote of Confidence
Ajisen China Holdings Ltd (538 HK) has not been performing well with negative same store sales growth (SSSG) 8 quarters in a row. The share price...
464 Views
Tam Jai International: High-Quality Assets, Low-Quality Capital Allocation
We would have to stay on the sidelines for now but would revisit the investment thesis in case of a drastic shift in the management's capital...
290 Views