Global Emerging Markets Weekly: 28 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Tencent: Regulators Order Tencent to Set Up a Financial Holding Company
Several news media outlets report that the SAMR has ordered Tencent to establish a financial holding company to put together its finance related...
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JD Logistics (2618 HK): Priced Towards The Low End
There are a lot of positive assumptions baked into J.D. Logistics price. I tilt more positive towards to JD.com. Despite the regulatory overhang,...
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Zomato Pre-IPO - Filings Lack Narrative, a Little Bit of History Helps
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
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JD.com's Stub Trading Cheapish Ahead Of Logistics Spin-Off
Given its reliance on its parent, I'd prefer to play JD.com; yet a 35% discount to NAV doesn't appear overly stretched, and may further widen amid...
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