High-Conviction Short: Schemes That Lifted ZTO Margins In Q118 Likely to Unravel in H218 (Part 1/2)
In recent months, and in particular after the release of surprisingly strong Q118 results on May 9th, we have become more concerned about the murky...
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Uxin IPO Preview: Warning Lights Flashing
Uxin Ltd (UXIN US) filed for a Nasdaq IPO to raise $500 million. It is a leading Chinese a leading used car e-commerce platform backed by Baidu Inc...
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Altaba Tender Offer I : More Games of Chicken 🐓
Yesterday, Altaba Inc (AABA US) announced (press release) the start of a Tender Offer to buy back up to 195 million of its own shares at a purchase...
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Belt and Road Potholes/CDRs Get Closer/Small Banks’ IPOs/Solar Industry Turmoil/Exams and AI
China News That Matters Pushback against flagship BRI programme grows Beijing publishes “final” rules paving way for tech giants to list at...
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CDR Closer After 6 Funds Got Approvals – What Should Investors Do at Beginning of CDR?
CDR Closer after 6 Funds Got ApprovalsCDR, or China Depository Receipt, represents stocks traded in the US stock exchanges. In other words,...
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