Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>
Alibaba / Alibaba splits into six business units in sweeping overhaul
</li>
<li>
Corruption / Exclusive: Former Exim Bank executive pleads guilty to taking bribes
</li>
<li>
Crackdown / China’s cyberspace watchdog takes aim at slander against businesses
</li>
</ul>



Alibaba / Alibaba splits into six business units in sweeping overhaul


Corruption / Exclusive: Former Exim Bank executive pleads guilty to taking bribes


Crackdown / China’s cyberspace watchdog takes aim at slander against businesses



CX Daily: Alibaba Splits Into Six Business Units in Sweeping Overhaul

China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>Baba： Alibaba is to establish 6 business units and could pursue independent listings（+）</li>
<li>BIDU： Baidu release large-scale model "Wen Xin Qian Fan” for enterprise（+）</li>
<li>ATAT： Atour Lifestyle: Huazhu reported 4Q22 financial results and operating performance（+）； Accor striking on its own following departure from Huazhu and Jinjiang, opening new possiblities for collaboration（+）</li>
</ul>


Baba： Alibaba is to establish 6 business units and could pursue independent listings（+）
BIDU： Baidu release large-scale model "Wen Xin Qian Fan” for enterprise（+）
ATAT： Atour Lifestyle: Huazhu reported 4Q22 financial results and operating performance（+）； Accor striking on its own following departure from Huazhu and Jinjiang, opening new possiblities for collaboration（+）


China TMT Update (Mar.29): Baba/BIDU/ATAT: Alibaba Is to Establish 6 Business Units

<ul><li>Cover Story: Chinese automakers rev up price war in race for market dominance</li><li>China will do more to open its markets, vice premier says</li><li>China invites Honduras president to visit after establishing diplomatic ties</li></ul>

Cover Story: Chinese automakers rev up price war in race for market dominanceChina will do more to open its markets, vice premier saysChina invites Honduras president to visit after establishing diplomatic ties

CX Daily: Chinese Auto Makers Rev Up Price War in Race for Market Dominance

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Event-Driven

<ul>
<li>On 16th Nov 22, post-market close, along with its 3Q22 results Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan.</li>
<li>At the time of declaration, the dividend amounted to US$20bn or 15.5% of Meituan’s outstanding shares.</li>
<li>We have spoken about the background of the deal in our earlier notes. In this note, we talk about the overnight updates.</li>
</ul>


On 16th Nov 22, post-market close, along with its 3Q22 results Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan.
At the time of declaration, the dividend amounted to US$20bn or 15.5% of Meituan’s outstanding shares.
We have spoken about the background of the deal in our earlier notes. In this note, we talk about the overnight updates.


Tencent Meituan Dividend - All Shares in CCASS - More Pressure Now but Will Have a Shorter Overhang

<ul>
<li>BABA: Jack Ma appears in Hangzhou on heels of State Council’s China Development Forum (+)</li>
<li>XPEV: Xpeng P7i's lead time extends to 8 weeks on its APP</li>
<li>LKNCY / BABA: Starbucks and Amap collaborate on “Drive-Thru” service(//+)</li>
</ul>


BABA: Jack Ma appears in Hangzhou on heels of State Council’s China Development Forum (+)
XPEV: Xpeng P7i's lead time extends to 8 weeks on its APP
LKNCY / BABA: Starbucks and Amap collaborate on “Drive-Thru” service(//+)


China TMT Update （Mar. 28）- XPEV / LKNCY/BABA : Jack Ma Appears in Hangzhou

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (9988 HK)

CX Daily: Alibaba Splits Into Six Business Units in Sweeping Overhaul

Alibaba splits into six business units in sweeping overhaul. Exclusive: Former Exim Bank executive pleads guilty to taking bribes. China’s...

Caixin Global

China TMT Update (Mar.29): Baba/BIDU/ATAT: Alibaba Is to Establish 6 Business Units

Alibaba is to establish 6 business units and could pursue independent listings; BIDU： Baidu release large-scale model "Wen Xin Qian Fan” for...

Blue Lotus Research Institute

CX Daily: Chinese Auto Makers Rev Up Price War in Race for Market Dominance

Cover Story: Chinese automakers rev up price war in race for market dominance. China will do more to open its markets, vice premier says

Caixin Global

Tencent Meituan Dividend - All Shares in CCASS - More Pressure Now but Will Have a Shorter Overhang

On 16th Nov 22, Tencent declared an interim dividend by way of distribution in specie of Class B Ordinary shares of Meituan. In this note, we talk...

Sumeet Singh

China TMT Update （Mar. 28）- XPEV / LKNCY/BABA : Jack Ma Appears in Hangzhou

Baba: Jack Ma appears in Hangzhou on heels of State Council’s China Development Forum; Xpeng P7i's lead time extends to 8 weeks; LKNCY/BABA:...

Blue Lotus Research Institute

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