Pinduoduo: Profit Outlook Does Not Justify the Current Valuation
The recent rally in the share price puts Pinduoduo (PDD US)’s valuation multiples on par with Alibaba Group (BABA US)’s multiples during the...
460 Views
Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
400 Views
"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
511 Views
HK IPO Analytics 1H2020: Highlight of Brokers' and Sectors' Performance, and Insti Book Color
As we regularly analyse deal performance, it is time to look at how the HK IPO markets performed during the first half of 2020. In this note, we...
435 Views
U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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