China Internet Weekly (24Aug2020): TSLA Refused PDD’s Customers, JD Fired BABA’s Sto Express
Apple (APPL) stores are still crowded. Tesla (TSLA) refused to deliver vehicles to customers who ordered via Pinduoduo (PDD). JD.com (JD) did not...
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XPeng IPO Preview: TSLA Copycat, 1500 Orders Exiting July
After Li Auto Inc. (LI US) IPO in the US on July 30th, another Chinese EV IPO is imminent in next few weeks – Xpeng Motors (XPEV US) (IPO expected...
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Tencent: A Closer Look at Investees Reveals a Discount Rating and Future Value Unlock Potential
In their recently reported 2Q20 results, Tencent indicated that the fair market value of their listed investees had increased from RMB410bn to...
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China Evergrande (3333 HK): Set-Up Vs. Electrified Health
On the 30 July, Evergrande Health Industry (708 HK)'s (EHI) market cap surpassed the market cap of its parent (& controlling shareholder) China...
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Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
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