JF Wealth Holdings IPO - Can Get Similar Exposure at Cheaper Valuations
JF Wealth Holdings (9636 HK) is looking to raise US$143m in its Hong Kong IPO. In this note, we discuss our earnings estimates, and thoughts on...
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JF Wealth IPO - Has Grown Well over Track Period, but Questions on Sustainability Remain
JF Wealth Holdings (9636 HK) is looking to raise US$143m in its Hong Kong IPO. JFW focuses on the online investor content services market in China.
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[Pinduoduo (PDD US) Target Price Change]: Cut TP for Higher Losses from Temu
We recently conducted interviews with Temu and Shein merchants and we expect Temu to be more aggressive in expansion. Most metrics of Temu are...
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Pinduoduo: Entering the Big League
Pinduoduo has emerged as one of the top stock holdings in China, following a strong recovery from the ownership lows of last year.
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China Internet Weekly (2023Feb27): Meituan, JD, Baidu, IQiyi, NetEase, and Sohu
Meituan is hiring delivery workers in Hong Kong. JD will provide a subsidy of RMB1.5 bn to customers to compete with Pinduoduo (PDD). Baidu, iQiyi,...
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