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DiDi Global (DIDI US)
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311
Analysis
Consumer Discretionary
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China
DiDi Chuxing Incorporated operates passenger transportation platforms. The Company provides mobility solutions, cloud computing and other application based services. DiDi Chuxing serves customers worldwide.
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bearish
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Meituan
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08 Aug 2021 14:59
Meituan: Is the US$1bn Fine the End of the Regulatory Probe on Meituan?
The Chinese antitrust regulators are preparing to impose a fine of US$1bn (about 5.7% of FY12/2020 revenues) on the country’s food delivery giant...
Shifara Samsudeen, ACMA, CGMA
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279 Views
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bearish
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Thematic (Sector/Industry)
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31 Jul 2021 23:53
China Premium: Expropriation Risk Needs to Be Priced in to Privately-Owned Companies
July21 provided many reminders (Didi, education) that Ant Financial isn't the exception but the rule. Expropriation risk is real in the PRC, and...
Prasenjit K. Basu
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232 Views
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bullish
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Thematic (Sector/Industry)
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31 Jul 2021 17:13
Global Emerging Markets Weekly: 30 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
Wium Malan, CFA
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225 Views
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bearish
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Tencent
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30 Jul 2021 16:54
Tencent: All Bets Are Off
Tencent’s shares went down quickly where it dropped 13.0% over the last few days and were oversold as investors reacted harshly to the ongoing...
Shifara Samsudeen, ACMA, CGMA
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427 Views
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bullish
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Cross Asset Strategy
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30 Jul 2021 04:28
China Equity Strategy: Tug of War, Policy Uncertainty and Plenty Liquidity
We remain sanguine on China equity market outlook in 2H 2021 given the earning growth and plenty liquidity, but would wait for more clarity on...
Roger Xie
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153 Views
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