China Internet Weekly (4Jan2021): Tencent’s Conflict with Huawei, Authorities’ Ban on New Year Tour
Tencent’s games had disappeared on Huawei’s app store for one day. The authorities fined BABA, JD, VIPS for “unfair pricing”. The authorities...
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Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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Jack Ma in Xi’s Crosshairs: Alibaba Could Be Collateral Damage
The growing discord between Jack Ma and the government makes us second guess an investment in any Jack Ma related business regardless of their...
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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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