Last Week in GER Research: Meituan-Dianping, Nio, Gangfeng Lithium, Pinduoduo and 111 Inc
Below is a recap of the key IPO and fundamental research produced by the Global Equity Research team. This week we highlight a more palatable...
335 Views
Meituan Dianping IPO: Tastier at the “New” Low End of the IPO Price Range
Meituan Dianping (MEITUAN CH) has set an indicative IPO price range of HK$60-72 ($7.64-$9.17) per share and seeking a valuation of $45.5 billion to...
384 Views
NIO IPO: August Metrics Point to Potential Signs of Waning Consumer Interest
In an F-1/A filing, NIO Inc (NIO US) published the number of reservations and vehicles produced and delivered for the month of...
330 Views
Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
643 Views
Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
446 Views