ENTITY
Full Truck Alliance

Full Truck Alliance (YMM US)

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Analysis
IndustrialsChina
Full Truck Alliance Co. Ltd. operates as a software company. The Company develops digital freight and logistics platform.
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07 Jul 2021 17:53

China ADRs - Now the Message Is Loud and Getting Clearer

In our previous note we spoke about the recent crackdown on the three US listed firms. Since then more news has been coming in along the same theme...

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bearishDiDi Global
07 Jul 2021 10:09

Daojia Pre-IPO - Can’t Pinpoint the True Growth

Daojia Limited (DL), one of the largest one-stop home services platforms in China, aims to raise US$300m in its US IPO, which now may or may not...

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bullishXPeng
06 Jul 2021 09:59

Xpeng Motors HK Trading - More Hot with Instis that Retail

Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...

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bearishKanzhun
05 Jul 2021 13:56

China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message

In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...

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bearishDiDi Global
05 Jul 2021 11:47

DiDi Chuxing - Double Regulatory Whammy

DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...

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