CaiNiao Smart Logistics Pre-IPO Part 1 | Business Model | Key Relationships | Differentiators
In this insight we look at CaiNiao's busines model, its relationships with Alibaba and the express companies, and the ways in which it...
634 Views
Cainiao Pre-IPO: An on the Ground Introduction
We believe Cainiao has the ambition to take the whole logistics chain from retailers’ doors to shoppers’ doors by taking competitors' client lists...
469 Views
HK Short Interest Weekly: Tencent, Baba, CCB, China Mobile, AIA, Innovent Bio, Beigene
We analyzed the latest HK SFC report for aggregate short position as of Sep 22nd and highlight short interest changes in Tencent, Baba, CCB, China...
479 Views
4Paradigm: Fears About The Entity List Are Exaggerated, Bullish On AI and SageGPT, PT: HK$86
4Paradigm, a Beijing-based enterprise AI software company, has completed its IPO in Hong Kong. I maintain a bullish view of the stock, and my PT of...
611 Views
Shiyue Daotian IPO - PHIP Updates & Quick Thoughts on Valuation
Shiyue Daotian (1892269D CH) is looking to raise up to US$108m in its Hong Kong IPO, after downsizing from an earlier reported float of US$200m.
456 Views