ECM Weekly (20th June 2021) - Didi, Nayuki, Soulgate, Hutchmed, Full Truck, CTOS, Cloud Village
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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DIDI (滴滴) Pre-IPO: Competitive in Car Hailing, Uncompetitive In "Others", Generally Valuable
DIDI dominates the car hailing market and has a second app to defend from small companies. None of the minor business has advantage in their market...
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Xiaoju Kuaizhi (Didi Chuxing) IPO: Growth Vs Margin
We examine the key financial metrics of Didi to the relevant business units of its peers. Overall, in combination with the ongoing regulatory...
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Weekly Innovation Review (WIRE) #36
Headline Developments: SpaceX (private) is set to launch The Pentagon’s next-generation national security satellite to orbit.
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Didi Chuxing and Softbank - Long Awaited IPO of China’s Mobility Giant Worth $70bn
This report includes full financial forecasts/valuation, the investment case top down and bottom-up,, Uber comps and a list of questions we would...
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