Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive
Our initial thoughts on Kingsoft Cloud (1775017D US) (KC) are broadly positive. KC seems to carry a few inherent risks, in terms of over depending...
357 Views
China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
290 Views
Four China-Listed Express Parcel Delivery Companies in Q120: Divergence Continues
The fortunes of the four China-listed express parcel delivery companies continued to diverge in Q120. As we wait to hear from their US-listed peers...
266 Views
Tencent – Pricey Aussie Transaction
* Small Investment Stake In Aussie Fintech Firm: Tencent (700.HK) filed a substantial notice that it took a 5% stake in Afterpay (APT.AU) via...
272 Views
China A-Share Strategy: Further Reform at Chinese-Style NASDAQ Exchange (ChiNext)
China is taking another step to reform the NASDAQ-style ChiNext board at Shenzhen Stock Exchange, which hosts some of the world’s fastest growing...
274 Views