DiDi Chuxing IPO - At Fair Value, with Partial Lock-Up and Index Inclusion Pulling It Either Way
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$4bn in its US listing. It is backed by Softbank...
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Vipshop (VIPS US): Tantalizing Value for China's Discount Brand Retailer
Vipshop is down 50% from the peak in March 2021 despite the rejuvenated revenue growth and margin improvements. As I flagged my upgraded positive...
293 Views
EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
242 Views
DiDi Chuxing Pre-IPO - Bull Case, Index Inclusion, Uber Exit
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
305 Views
Sohu/Sogou: Persuasive Situation Amid Ongoing Antitrust Investigations
Trading at a gross spread of 7.5%. Even assuming another six months out from here to complete the deal, that looks compelling. I still like Sohu...
335 Views