Baidu Secondary Listing: HK-ADS Premium/(Discount) Views
Baidu has launched a $3 bn secondary listing in Hong Kong. Due to choppy market conditions, Baidu pricing its H-shares at a discount range of 3% to...
310 Views
Asia Short Interest: Kuaishou, CMB, JD, Kingdee, Xiaomi, Monex, Toshiba, Samsung, Naver, UMC, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
322 Views
Long/Short: Alibaba/Vipshop, a Comparative Valuation
In this insight, I take a closer look at the comparative valuations between Chinese niche apparel flash sales company, Vipshop Holdings, and...
407 Views
JD.com (JD US): The Better-Looking Twin?
We remain positive on JD's accelerating growth and its margin expansion story. In this report, we make a compelling argument for JD's value by...
394 Views
Baidu Secondary Listing - Smaller than Expected, Doing the Bare Minimum
Baidu plans to raise around US$3bn in its secondary listing in Hong Kong. I have covered most aspects of the deal in my earlier note. In this note,...
430 Views