Smartkarma Webinar | Foundations of Sustainable/ESG Investing and Finance
On 14 July, 5pm SGT, join our webinar with Kyle Rudden, who will be sharing his insights on the trending issue of ESG Investing and the Triple...
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China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
351 Views
Alibaba (BABA): Restructure Again, The Bad Business Cleaner Comes Back
The department of local life was degraded and the head of the department was removed. A new business unit, location-based service, was set up to...
305 Views
DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
330 Views
Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise
Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel...
238 Views