Topsports Placement - Previous Deal Didn't Do Well, More to Come
CDH aims to raise around US$236m via selling a 2.3% stake in Topsports International (6110 HK). This will be the second selldown in the company in...
396 Views
Tencent: An Update on Investees and the Implied Valuation of Consolidated Operations
In this insight, I account for the increase in fair value of Tencent’s investees, including the Kuaishou IPO, which indicates that consolidated...
315 Views
Dida Pre-IPO - Earnings Forecast and First Stab at Valuation
Dida (DIDA HK) (Dida), a technology driven mobility platform in China, aims to raise around US$400m in its Hong Kong IPO. The company is backed by...
294 Views
Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
462 Views
China Internet Weekly (25Jan2021): Community Locked Down in Shanghai, Delivery Companies Polarized
Twelve local persons tested positive for COVID-19 in Shanghai. Delivery companies’ competition is close to an end. News about Tencent’s WeChat, QQ,...
222 Views