Alibaba: Still Too Risky to Own
Mega cap tech stocks rarely underperform the market to the same extent as Alibaba during the last seven months, especially with no deterioration in...
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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...
467 Views
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...
258 Views
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...
302 Views
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...
360 Views