Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Meituan Dianping & Nio Inc: The Definitive EM Underweights
Large benchmark weights have not been enough to lure active managers to invest in either Nio or Meituan in the numbers we would expect. They stand...
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Tencent Holdings – Seinfeld-Ian Roadshow
TENCENT: Tencent addressed matters it had already discussed at its challenged 3Q21 results. Unfortunately there was no serious discussion of...
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Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
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HK Short Interest: BABA Shorts Doubled in 4 Weeks
We highlight weekly short changes in Alibaba, and banks (CCB and CMB) in the latest Hong Kong SFC short aggregate report.
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