Tencent Holdings – Seinfeld-Ian Roadshow
TENCENT: Tencent addressed matters it had already discussed at its challenged 3Q21 results. Unfortunately there was no serious discussion of...
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Didi Global - Higher Probability of Relaunching Ride Hailing App in China by the End of 2021
There have been numerous media accounts in the past two days that have mentioned that DiDi Global (DIDI US) is likely to relaunch its ride-hailing...
242 Views
Tencent Holdings – Increasing Risk
TENCENT: Tencent's 3Q21 GAAP net income declined 6.7% QOQ, and were challenged by increases in cost of revenue, operating expenses, losses in...
235 Views
Li Ning Placement - Momentum Remains Strong. Past Deals Have Done Well.
Li Ning aims to raise around US$1bn via a top-up placement in Hong Kong. The company has been doing well over the past year and most of the past...
181 Views
Didi Global: Xi Jinping Softening the Brutal Crackdown on China's Internet Giants?
In this insight, we provide a bullish case for DiDi Global. We argue that there are signs that Xi Jinping is starting to soften the brutal...
251 Views