Dingdang Health Technology (9886HK)-Business Model Face Test; Hard to Run the Ecosystem Successfully
Dingdang's "heavy asset model" leads to large liabilities/negative equity balance/cash flow pressure/poor profitability. Dingdang is hard to...
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Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
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ECM Weekly (2nd Oct 2022) - Onewo, Leapmotor, CALB, Socionext, WCP, Oyo, Ixigo, Tencent, Taiwan Cemt
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Tencent Increases Its Investment in Medical and Healthcare
While all eyes are on possible stake sale of its investments, Tencent is quietly investing on medical and healthcare fields, should help minimise...
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Hong Kong Connect Flows (Sep 23rd): Tencent, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent Holding (700 HK) and CNOOC (883 HK).
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