China TMT Update (Mar.27) - BABA/JD/ PDD/VIPS/LI/700HK/NTES/BILI/ - Tmall Outlines Upcoming Changes
BABA/JD/PDD/VIPS: Tmall outlines upcoming changes(-/-/-/-); LI: Li Auto CEO reveals six pure EVs in pipeline(+); 700HK/NTES/BILI/game industry in...
225 Views
HK Short Interest Weekly: Meituan, Gcl Tech, Link Reit, Sensetime, Trip.Com, Hsbc, Baba, Wuxi Apptec
We analyzed the latest HK SFC report for aggregate short position as of Mar 17th and highlight short interest changes in Meituan, Gcl Tech, Link...
298 Views
Rakuten Bank IPO - Recent Filings Updates and Quick Thoughts on Valuation
Rakuten Bank (5838 JP), the online banking arm of Rakuten (4755 JP), aims to raise up to around US$900m in its Japan listing in April 2023.
526 Views
Leapmotor IPO Lock-Up - A Precursor to a Larger Release Later in the Year
Leapmotor (9863 HK) raised around US$800m in its Hong Kong IPO, after pricing at the low-end. The stock was listed on 29th Sep 2022, its six-month...
473 Views
China TMT Update(Mar.23): 3690HK/PDD/BABA - Surplus Meituan Delivery Riders Could Improve Margins
3690HK: Surplus Meituan delivery riders could improve margins (+); PDD: Temu temporarily suspended inventory intake at Guangzhou warehouse(-);...
346 Views