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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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bullish
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Tencent
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15 Jul 2021 09:33
Tencent (700 HK): Meituan Wins in Mini-Program, But Actually Tencent Wins
Apps are over-crowded in mobile handsets and the time of mini-program is coming. WeChat is the largest mini-program platform. We raise a case of...
Ming Lu
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239 Views
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bearish
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DiDi Global
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14 Jul 2021 14:49
Didi: Meituan Quietly Relaunches Ride-Hailing App Amid Didi App Removal to Grab Some Market Share
Meituan and other players in the market are trying to grab market share from Didi as its app is removed. With 510.6m active users, we think Meituan...
Shifara Samsudeen, ACMA, CGMA
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265 Views
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bearish
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Alibaba Group Holding
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12 Jul 2021 08:23
China ADRs - Draft Cyber Security Review Measures - ADRs Listing Likely Shut, HK Might Face Delay
In our previous notes we spoke about the recent crackdown on the three US listed firms. The Cyberspace Administration of China (CAC) recently came...
Sumeet Singh
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272 Views
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bullish
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TuSimple Holdings Inc
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12 Jul 2021 06:29
TSP: SaaS Provider or Trucker, American or Chinese? Identity Crises in the Making
TSP is a U.S. domiciled American company, with the U.S. as its core value creation center. However, its China-centric narrative did not help as the...
Henry Kwon
170 Views
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bearish
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RLX Technology Inc
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11 Jul 2021 09:09
RLX Lock-Up Expiry- Stung by Regulation, What Early Investors Do Will Be Telling, >US$1bn Comes Free
RLX Technology Inc (RLX US) raised around US$1.4bn in its US listing in Jan 2021.RLX sells e-vapor products in China. The lock-up will expire over...
Sumeet Singh
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358 Views
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