Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
235 Views
Pinduoduo: Downside Not Fully Priced In
Downward trajectory still seems rather steep for Pinduoduo while other EC names like Alibaba, Vipshop & JD.com offers more downside protection....
201 Views
Pinduoduo (PDD US): Three Reasons Why PDD Fell 5.5% After a 239% Growth
Pinduoduo reported 239% revenue growth in 1Q21, but the stock fell 5.5%. I offer three reasons why the stock fell: GMV, revenue, and loss margins.
294 Views
Kanzhun Pre-IPO - Bumble Meets Linkedin
Kanzhun, an online recruitment platform in China, aims to raise around US$800m in its US IPO. The company is backed by Tencent. Kanzhun runs BOSS...
268 Views
JD Logistics (2618 HK): Priced Towards The Low End
There are a lot of positive assumptions baked into J.D. Logistics price. I tilt more positive towards to JD.com. Despite the regulatory overhang,...
334 Views