18 January, 2024
TOP 30 OVERSEAS CHINESE
Assessing the Accounting Risk

Gillem Tulloch
gillem-tulloch
byd-company-limited-1211-hk-002594-ch
trip-dot-com-group-ltd-ctrp-us-tcom-us-9961-hk
baidu-bidu-us-9888-hk
jd-com-inc-jd-us-9618-hk
anta-sports-2020-hk
li-ning-co-ltd-2331-hk
zto-express-cayman-inc-zto-us
alibaba-group-holding-baba-us-9988-hk
tencent-holdings-ltd-700-hk
anhui-conch-cement-0914-hk-600585-ch
china-mengniu-dairy-co-ltd-2319-hk
great-wall-motor-co-ltd-2333-hk
guangzhou-automobile-group-co-ltd-2238-hk-601238-ch
netease-inc-ntes-us-9999-hk
yum-china-holdings-inc-yumc-us-9987-hk
pinduoduo-inc-pdd-holdings-pdd-us
haidilao-international-holding-ltd-6862-hk
wuxi-biologics-(cayman)-inc-2269-hk
nio-inc-nio-us-9866-hk
xiaomi-corporation-1810-hk
meituan-3690-hk
weichai-power-co-ltd-2338-hk
nongfu-spring-co-ltd-9633-hk
jd-health-international-inc-6618-hk
ke-holdings-inc-2423-hk-beke-us
jd-logistics-inc-2618-hk
h-world
li-auto-inc-li-us-2015-hk
kuaishou-technology-1024-hk
china-resources-beer-holdings-0291-hk
semiconductor-manufacturing-international-corporation-0981-hk
Insights
19 May, 2026
NEWSLETTER: GDS HOLDINGS
Do Data Centres Earn Their Keep?

Mark Webb
GDS Holdings is a reminder that an appealing industry can struggle to generate an appealing return. Data centres are one of the market’s favourite infrastructure themes: cloud demand, artificial intelligence, digitalisation, outsourcing, and the endless growth in data consumption all point in the same direction. On paper, that sounds like a very attractive place to be. The question, though, is...
Read More
1 December, 2023
NEWSLETTER: EVERGRANDE (3333 HK)
Never profitable

Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
Read More