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用 Grab car 下班回来,用外带食物点我的晚餐,用 grab pay 付款 😚
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$亚马逊 (AMZN.US)$ 印度反垄断机构周五暂停了亚马逊与未来集团的2019年协议,这可能削弱了这家美国公司阻止向印度同行出售Future零售资产的企图。
监管机构裁定,这家美国电子商务集团两年前在寻求监管部门批准对印度零售商Future Group的投资时隐瞒了信息。
印度竞争委员会(CCI)的裁决可能会对亚马逊与现在疏远的合作伙伴Future的法律斗争产生深远的影响。
几个月来,亚马逊成功地利用其在2019年对Future的2亿美元投资的条款来阻止这家印度零售商试图以34亿美元的价格向信实工业出售零售资产。
监管机构长达57页的命令表示,它认为 “有必要重新审查合并(交易)”,并补充说,自2019年起,其批准 “将暂时搁置”,在此之前。
CCI的命令称,亚马逊 “隐瞒了交易的实际范围”,并在寻求批准时作出了 “虚假和不正确的陈述”。CCI的命令对这家美国公司处以约20亿卢比(合2700万美元)的罚款。
监管机构裁定,这家美国电子商务集团两年前在寻求监管部门批准对印度零售商Future Group的投资时隐瞒了信息。
印度竞争委员会(CCI)的裁决可能会对亚马逊与现在疏远的合作伙伴Future的法律斗争产生深远的影响。
几个月来,亚马逊成功地利用其在2019年对Future的2亿美元投资的条款来阻止这家印度零售商试图以34亿美元的价格向信实工业出售零售资产。
监管机构长达57页的命令表示,它认为 “有必要重新审查合并(交易)”,并补充说,自2019年起,其批准 “将暂时搁置”,在此之前。
CCI的命令称,亚马逊 “隐瞒了交易的实际范围”,并在寻求批准时作出了 “虚假和不正确的陈述”。CCI的命令对这家美国公司处以约20亿卢比(合2700万美元)的罚款。
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Ubs said Chinese stocks were "overadjusted" : investors overreacted because of limited visibility into future policy, fragile risk sentiment and an imperfect understanding of substitutability.
It has found no significant difference in multiples between Hong Kong and U.S. -listed Chinese concept stocks, and that the impact of valuation on Chinese concept stocks in the long run is fairly limited.
Besides, Neuberger Berman sees opportunities next year for companies that were pressured this year by policy, market sentiment or fundamentals.
For the following reasons:
1) Valuations have become quite attractive after the overreaction.
2) As growth slows, policy may change. Supporting policies that continue to be introduced will be constantly revised.
3) Even with the negative impact of this year, quality companies in these sectors are adjusting and growing;
When all of these things change, the fundamentals of manufacturing, consumption, health care could all reverse and there will be opportunities for investment in the next few years.
$腾讯控股 (00700.HK)$ $腾讯控股(ADR) (TCEHY.US)$ $阿里巴巴 (BABA.US)$ $阿里巴巴-SW (09988.HK)$ $蔚来 (NIO.US)$ $美团-W (03690.HK)$ $美团(ADR) (MPNGY.US)$ $拼多多 (PDD.US)$ $京东 (JD.US)$ $万科企业 (02202.HK)$ $药明康德 (02359.HK)$ $药明生物 (02269.HK)$ $心玮医疗-B (06609.HK)$ $快手-W (01024.HK)$ $恒生科技指数 (800700.HK)$
It has found no significant difference in multiples between Hong Kong and U.S. -listed Chinese concept stocks, and that the impact of valuation on Chinese concept stocks in the long run is fairly limited.
Besides, Neuberger Berman sees opportunities next year for companies that were pressured this year by policy, market sentiment or fundamentals.
For the following reasons:
1) Valuations have become quite attractive after the overreaction.
2) As growth slows, policy may change. Supporting policies that continue to be introduced will be constantly revised.
3) Even with the negative impact of this year, quality companies in these sectors are adjusting and growing;
When all of these things change, the fundamentals of manufacturing, consumption, health care could all reverse and there will be opportunities for investment in the next few years.
$腾讯控股 (00700.HK)$ $腾讯控股(ADR) (TCEHY.US)$ $阿里巴巴 (BABA.US)$ $阿里巴巴-SW (09988.HK)$ $蔚来 (NIO.US)$ $美团-W (03690.HK)$ $美团(ADR) (MPNGY.US)$ $拼多多 (PDD.US)$ $京东 (JD.US)$ $万科企业 (02202.HK)$ $药明康德 (02359.HK)$ $药明生物 (02269.HK)$ $心玮医疗-B (06609.HK)$ $快手-W (01024.HK)$ $恒生科技指数 (800700.HK)$
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