Alibaba (BABA): Don’t Be Pessimistic About E-Commerce, Especially Big Platforms
E-commerce will grow 15% and 13% in following two years. Big platforms will have advantage in the growth. The risk is that consumers care more...
485 Views
GEM Weekly (21 Jan 2022): Chinese Macro Activity; JD.com, Ant Group, ByteDance, Kakao Corp
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
227 Views
Kakao Bank Six-Month Lock-Up - Over US$2.5bn Stock Release Will Only Add to the Recent Rout
Kakao Bank's six month IPO lock-up will end on 6th Feb 2022, releasing over US$2.5bn worth of shares. In this note, we will look at the lock-up...
292 Views
Wanda Commercial Management Pre-IPO - The Negatives - Parents Leverage Status Will Be an Overhang
Wanda Commercial Management Group (WCMG) is looking to raise up to US$4bn in its upcoming Hong Kong IPO. In this note, we talk about the not so...
269 Views
Bilibili Makes a Late Entry into Livestreaming E-Commerce; Timing Is Not Just Right
Bilibili launched a shopping cart feature on its livestreaming platform. This comes at a time China’s common prosperity crackdown has set its eyes...
318 Views