Ant Group (蚂蚁集团) Pre-IPO: Impact Assessment of the New Rule for Financial Holding Companies
Ant Group plans to raise up to USD 30bn via a dual listing in both Hong Kong Exchange and Shanghai STAR board. We have provided our early thoughts...
341 Views
Ant Group (蚂蚁集团) Running Neck and Neck with Tencent in Direct Financial Services
We believe Ant Group and Tencent have different advantages in direct financial products. AliPay has a digital credit card, but Tencent does...
316 Views
Ant Group IPO: Ant Vs CreditTech Peers
In our previous notes, we suggested that Ant’s medium-term revenue and margins are likely to be driven by its CreditTech business (refer our notes...
384 Views
India Internet & Consumer Weekly | Amazon, Xiaomi, Zomato, PUBG, India's Dual Listing Norms
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
265 Views
AliPay’s Advantage over WeChat Pay in Physical Stores
We believe customers prefer AliPay to Tencent (700 HK)’s WeChat Pay when both are available in physical stores. Customers need only 2 steps to pay...
344 Views