Trip.com Secondary Listing - Probably Needs to Correct
Trip.com plans to raise around US$1-2bn in its secondary listing in Hong Kong. The company is said to have won listing approval last week and will...
304 Views
Baidu: Attractive Short Term Entry Point Following SEC Statement and Block Sales
In this insight, I analyse the impact of recent share price movements on Baidu’s valuation and what that implies for the Core Search and Non...
348 Views
Tencent Music (TME): Upgrade to Buy for First Time After Plunge
TME’s stock price has plummeted by 37% in the past three trading days.The plunge was because a shareholding fund had to meet a margin call. TME’s...
344 Views
China ADRs- Blocks, Liquidation, Buyback - Implications
On 25th Mar 2021, we wrote about the knee jerk correction in some of the China ADRs. Since then the ADRs have corrected further. In this note, we...
420 Views
Bilibili Secondary Trading - Hot Demand, Baba Takes Another Bite, but Still Set for a Weak Listing
Bilibili raised around US$3bn in its secondary listing in Hong Kong. In this note, we'll talk about the updates since our previous note.
310 Views