Meituan Dianping & Nio Inc: The Definitive EM Underweights
Large benchmark weights have not been enough to lure active managers to invest in either Nio or Meituan in the numbers we would expect. They stand...
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Tencent Holdings – Seinfeld-Ian Roadshow
TENCENT: Tencent addressed matters it had already discussed at its challenged 3Q21 results. Unfortunately there was no serious discussion of...
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Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
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HK Short Interest: BABA Shorts Doubled in 4 Weeks
We highlight weekly short changes in Alibaba, and banks (CCB and CMB) in the latest Hong Kong SFC short aggregate report.
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Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
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