Kingsoft Cloud IPO Initiation: Silver Linings
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
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HK Connect Weekly: Chinese Were Buying China Feihe, Meituan
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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Xiaomi (1810 HK): Huawei Moving Focus Back to Consumer Business
Huawei consumer’s revenue was 8 times Xiaomi's. Huawei consumer grew more rapidly than Xiaomi's. Huawei has been turning its focus to the consumer...
398 Views
StubWorld: Respite For Swire's Bs Amidst Cathay's Hard Landing
This week in StubWorld ... Swire's discount to NAV, like any number of Holdcos, has widened dramatically YTD. Swire is "cheap" versus Swire...
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