"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)
Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...
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China Internet Weekly (15Feb2021): Meituan Employee Showed up in Freshippo, Bad Data for Four Apps
Baidu , iQiyi, Trip.com, and Autohome got negative industry data.A Meituan delivery worker showed up in a Freshippo store.
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Global Emerging Markets Weekly: 12 February 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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Alibaba: A Detailed Look at the SOTP, and What that Tells Us About the Ant Group and Core Commerce
In this insight, I take a deep dive into Alibaba’s Sum-of-The-Parts to assess the implied value for their equity holding in Ant Group, and what can...
870 Views
Kuaishou IPO Trading - Bubbling Now, Spread Out Index Inclusion Might Keep It Going for a Bit
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO and ended its first day up 161%. Key dates for index inclusion are 17th Feb,...
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