Major Shareholders of CLPH (1589:HK) Selling! Revisiting Narrative & Valuations
China Logistics Property Holdings isn't cheap, but the potential sale of controlling stakes in the company could draw strong interest from JD.com...
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Kuaishou Technology IPO Preview
Kuaishou is getting ready to complete its IPO in the HK exchange on 5 February 2021. Kuaishou will be one of the largest IPOs in the world in 2021.
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StubWorld: Tencent Under Pressure From Antitrust Push
Stay long long Naspers vs Tencent. As we approach March, the likelihood that investors realise there could be another large offering increases,...
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BABA Macro Support in Sight
Alibaba Group (BABA US) bear pressure stems from bear divergence outline in our November 11 insight (sold at 300-305). 245 break amid an ugly...
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Alibaba Anti-Trust Probe Could Slow Growth of Chinese Express Companies, Add to M&A Pressures
New scrutiny from regulators on Alibaba could result in increased financial pressures on the logistics firms linked to the eCommerce giant.
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