NetEase Secondary Listing: HK-ADS Premium/(Discount) Views
NetEase Inc (NTES US) has launched a $2.6 billion secondary listing in Hong Kong. This raise would be Hong Kong's biggest stock offering of the...
416 Views
Dada Nexus (达达集团) Pre-IPO - Thoughts on Valuation and Assumptions
Dada Nexus (DADA US) is looking to raise about US$500m in its upcoming IPO in the U.S. There are news reporting that the IPO will launch tonight...
390 Views
NetEase Secondary Listing - Relatively Bigger than Baba, Should Offer Relatively Bigger Discount
NetEase Inc (NTES US) aims to launch its Hong Kong Secondary offering to raise up to US$2.8bn later today. I have covered some aspects of the...
418 Views
Why China’s Domestic Travel Industry Can Prove the Bears Wrong
While international travel demand remains weak due to lockdowns and uneven recovery trajectories across countries, Trip.com's latest earnings point...
316 Views
China Internet Weekly (1Jun2020): Internet Information Revenue Up 13%
Internet information service revenues from January to April 2020 grew by 12.8% YoY. Alibaba Pictures (1060 HK)’s revenue declined by 5% in FY2020...
283 Views