ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison
ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...
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Alibaba (BABA US): Domestic E-Commerce Business Show Early Signs of Slowing Down – Quantamental
This is the SECOND of a series of reports on Alibaba Group Holding (BABA US), where we take a closer look at the fundamentals of each of the...
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Course Correction: Raising Meituan-Dianping to Hold
Meituan’s 2Q19 results were better than we expected, particularly profitability in its Food Delivery segment, which accounted for 57% of total...
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Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Trade War/Business Environment/Digital Currency/Internet/Hong Kong
China News That Matters Engagement not containment, claims Pence Level our playing field? Done Pandora’s Box – bursting with digital...
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