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DiDi Global (DIDI US)
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311
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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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DiDi Global
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26 Jul 2021 17:24
Didi Global - Greed Is Not Always Good
Regulatory pressure has exploded and there are no quick fixes – too many regulators are involved and it will take months to get out from this. A...
Kirk Boodry
256 Views
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bearish
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Softbank Group
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26 Jul 2021 13:57
Softbank Group - China Has Just Blown a Hole in Vision Fund’s Rapid Listing Theme
Softbank has been touting Vision Fund’s IPO flywheel and 4 of 6 recent listings have been Chinese but that is fading as the reality of China’s...
Kirk Boodry
241 Views
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bullish
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Thematic (Sector/Industry)
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24 Jul 2021 19:57
Global Emerging Markets Weekly: 23 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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220 Views
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bullish
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Paytm
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20 Jul 2021 14:17
Paytm (One 97) Pre-IPO - The Positives - Will Be One of India’s Largest IPOs
Paytm plans to raise around US$2.2bn in its India IPO. The company is backed by Ant Fin, Softbank (9984 JP) and counts Berkshire Hathaway among its...
Sumeet Singh
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199 Views
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bearish
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Softbank Group
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15 Jul 2021 18:34
Softbank Group - Vision Fund 2’s Late-Private Investments Blur the Lines with Northstar
A series of VF investments at or just before the IPO seem to overlap with Northstar's role whilst highlighting a lack of SPAC activity. Meanwhile, ...
Kirk Boodry
231 Views
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