Cloud Village (NetEase Music) Pre-IPO - Mixed PHIP Update, Updated Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
249 Views
TAL Education (TAL): In New Rule on Tutoring School, “Article 13” Harsher Than “Non-Profit”
The market focuses on the “non-profit” requirement, but we believe “Article 13” is fatal. We believe the authorities try to block all the way that...
375 Views
Tencent (700 HK): Juvenile Internet Usage Will Not Decrease
The authorities forbid tutoring schools so that juveniles have more time to spend on internet. Parents went back to their office so that they...
195 Views
Linklogis Short Sheller Report - Some Merit, Some Plain Drama - Mixed Bag
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO in Apr 21. It was subject of...
571 Views
Didi/ Carbon/ Economy/ US-China/ Tech
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
353 Views