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DiDi Global (DIDI US)
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313
Analysis
Consumer Discretionary
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China
DiDi Chuxing Incorporated operates passenger transportation platforms. The Company provides mobility solutions, cloud computing and other application based services. DiDi Chuxing serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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29 Jun 2019 21:31
Boost Research
Lithium Market - Phlegmatic Growth, Terrible Investment!
Lithium (Li) market is an oligopoly, dominated by China and three other producers Li supply has increased 39.1% CAGR since 2015 Future Li demand...
Gaius King
672 Views
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bullish
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Airbnb
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02 May 2019 14:55
Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
Rohinee Sharma
592 Views
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bearish
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Uber Technologies
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22 Apr 2019 13:31
Uber: Weak Marginal Profits and Didi's Assualt on Latin America
In LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own? we noted our scepticism for the business models of ride sharing companies...
Mio Kato
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478 Views
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bearish
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Uber Technologies
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16 Apr 2019 11:13
Uber Pre-IPO - What Lyft Lacks in Scale It Makes up for in Growth; the Fight for Drivers Continues
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$100bn valuation, as per media reports. I've covered some of the...
Sumeet Singh
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732 Views
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bullish
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Softbank Group
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14 Apr 2019 17:33
SoftBank Group: Uber IPO a Welcome Shot in the Arm
Uber Technologies (0084207D US) as kicked off its IPO by posting its S-1 filing last Thursday. Softbank Group (9984 JP), through the SoftBank...
Arun George
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702 Views
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