Zomato Pre-IPO - Peer Comparison - Listed and Domestic
Zomato (ZOM IN) aims to raise US$1.1bn in its upcoming India IPO, which will be launched next week. This would be the largest listing in India...
275 Views
Daojia Pre-IPO - Can’t Pinpoint the True Growth
Daojia Limited (DL), one of the largest one-stop home services platforms in China, aims to raise US$300m in its US IPO, which now may or may not...
243 Views
Xpeng Motors HK Trading - More Hot with Instis that Retail
Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...
298 Views
PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
320 Views
China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
353 Views