Softbank Group: Covid-19 Round Trip for the Share Price
The underlying value of Softbank Group is back over ¥10,000/share, the same level as mid-February just before the initial concerns about Covid-19...
352 Views
JD Secondary Listing - Early to File but Late to Launch Puts It in a Peculiar Position
JD.com Inc (ADR) (JD US) is said to be aiming to raise US$3.75bn via its secondary offering in Hong Kong, which will be launched later...
431 Views
NetEase Secondary Listing: Capital Allocation and Balance Sheet Efficiency Views
NetEase Inc (NTES US) is looking to raise $2.6 billion through a Hong Kong secondary listing, which could rise to $3 billion if an overallotment...
369 Views
NetEase Secondary Listing - Doing a BeiGene Rather than a Baba, Risk Reward Shifting
NetEase Inc (NTES US) ADRs have risen by 8% since its launched its secondary offering on 1st Jun 2020, which I covered in NetEase Secondary...
544 Views
Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
344 Views