G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
432 Views
Mogu (蘑菇街) IPO Review - Out of Fashion
Mogu (MOGU US) is looking to raise up to US$76m in its upcoming IPO. We have already covered most aspects of the company in our previous insight,...
579 Views
Mogu IPO Valuation: Dubious Catwalk Credentials
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. It...
546 Views
Babytree Group IPO Trading Update - Could Be One to Watch Out for in 2019
Babytree Group (1761 HK)'s IPO was priced at the low-end at HK$6.8/share. As per the company, the offering was slightly over-subscribed in the...
425 Views
Meituan-Dianping Q318 Results: In Food Delivery Segment, Crucial Disclosures Evaporated Post-IPO
This note on Meituan Dianping (3690 HK) Q318 results is split into two main parts: A quick segment-by-segment review of results A closer look at...
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