In today’s briefing:
- HK CEO & Director Dealings (29 Dec 2023): Li Ning, Meitu
- Postcard from Patna | Breaking Sterotypes
- Retail Media: A Major New Income Stream Even for Wholesalers
HK CEO & Director Dealings (29 Dec 2023): Li Ning, Meitu
- The data in this insight is collated from the “shareholding disclosure” link on the HKEx website
- Often there is a corresponding HKEx announcement on the increase – or decrease – in the shareholding by directors. Or pledging. However, such disclosures are by no means an absolute.
- The key stocks mentioned in this regular insight is Li Ning (2331 HK) and Meitu Inc (1357 HK).
Postcard from Patna | Breaking Sterotypes
- We visited the core of the Hindi Hinterland, the “City of Patna,” the capital and largest city of Bihar, the country’s third most populous state.
- While the trip paints an opportunistic and optimistic picture of Bihar, the situation of unemployment is something that still warrants attention.
- Focus companies: Aditya Vision (AVL IN) , Eicher Motors (EIM IN) , Hero Motocorp (HMCL IN) and Fino Payments Bank Ltd (FINOPB IN).
Retail Media: A Major New Income Stream Even for Wholesalers
- Seven Eleven and Familymart have already sent panic through the offices of major advertising agencies by setting up their own retail media networks.
- Now, Mitsubishi Shokuhin will do the same, using its trading company connections and its existing ties to 10,000 clients at either end of the supply chain.
- To personalise ads, it is working with the data analysis of geolocation company Unerry.
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