UXIN: Unusual Trading Activities Before IPO Lockup Presents SHORT Opportunity
On December 6th, Uxin Ltd (UXIN US) released a press release about a non-binding, non-exclusive partnership with Alibaba Group Holding (BABA US)...
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Huawei: China – US Post Industrial Warfare Collateral Damage Overflows to Canada
The Huawei Technology (40978Z CH) Canada arrest story has lit up the discussion boards, with healthy debates on both sides. There is a case for why...
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Mogu (蘑菇街) Post-IPO Update - Traded Its Entire Free Float on the First Day
Mogu (MOGU US) only managed to raised US$76m at US$14 per ADS, which is the bottom-end of the IPO price range. We have looked at the IPO in our...
457 Views
G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
430 Views
Mogu (蘑菇街) IPO Review - Out of Fashion
Mogu (MOGU US) is looking to raise up to US$76m in its upcoming IPO. We have already covered most aspects of the company in our previous insight,...
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