Alibaba (BABA US): Ant Group Woes Overly Priced-In
In this report, we summarize the potential impact of the recently announced regulation by CBIRC on Ant Group and why its value remains intact,...
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Autohome Secondary Listing - Doesn’t Need the Cash at All
Autohome plans to raise around US$1bn in its secondary listing in Hong Kong. The company is said to have filed confidentially in Jan 2021 and won...
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VIPS US: 4Q20: Commendable Reincarnation but Fully Priced
4Q20 results proved VIPS' rejuvenated growth is more sustainable than we thought. But the expected growth deceleration in 2H21 and expensive...
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Bilibili Secondary Listing Early Look - 4Q20 Results Quick Note
Bilibili plans to raise around US$3bn in its secondary listing in HK, as per media reports. The company is said to have filed confidentially in Jan...
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JD Logistics Pre-IPO: What Are the Concerns and Negatives?
This Insight looks into the concerns and negative issues of JD Logistics based on Application Proof Prospectus. We believe they are useful for...
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