X Financial IPO Preview: Good Company, Horrible Timing
X Financial (XYF US) is the largest P2P (peer-to-peer) lending platform offering credit card balance transfer loan products in China. X Financial...
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China's Consumer Credit Crunch, Slowing Consumption, & Stock Implications
In this note, we analyze the latest domestic consumption data including the top 50 retailers, auto sales, and P2P transactions. Domestic...
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Pintec IPO Preview: Derailed by a Regulatory Quagmire
Pintec Technology Holdings L (PT US) is a leading independent technology platform enabling financial services in China as measured by loan volume...
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China P2P Loans H1 2018 : Ponzi Scandals Creating Industry Chaos; Loan Origination Plummeted 35% YoY
In Q2, dozens of P2P platforms filed public reports regarding the disappearance of management personnel who took money raised from retail...
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51 Credit Card IPO Preview: Empty Metrics and Rhetoric
51 Credit Card (51CC HK) is the largest P2P (peer-to-peer) lending platform targeting credit card holders in China. At the mid-point of the IPO...
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