Last Week on China Internet (4Nov19): JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
344 Views
ESR Cayman IPO Trading - Riding (Higher) On Momentum - Some Book Colour, Privatisation Comparison
ESR Cayman (ESR HK)'s IPO was priced at HKD16.80/share and upsized to raise US$1.6bn. In my previous series of insights, links are below, I had...
512 Views
Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
341 Views
ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce
In its previous Hong Kong listing attempt in Jun 2019, ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...
422 Views
Last Week on China Internet (14 Oct 2019): Richest Chinese and Forbes Top Digital Companies
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
356 Views