Xpeng (9868 HK): Potential HSCEI Inclusion & Impact on 2022 Dividends
Xpeng (9868 HK) could be added to the HSCEI in December. Limited liquidity in HK could create arb opportunities with XPEV US. Xpeng index inclusion...
385 Views
Softbank Group - Vision Fund 2’s Late-Private Investments Blur the Lines with Northstar
A series of VF investments at or just before the IPO seem to overlap with Northstar's role whilst highlighting a lack of SPAC activity. Meanwhile, ...
236 Views
Alibaba (9988 HK): Passive Inflow from HSI, HSCEI, HSTECH Trackers in July
Following an increase in the number of CCASS shares and free float, Alibaba's index shares will be increased. Passive HSI/ HSCEI/ HSTECH trackers...
588 Views
Nayuki (奈雪の茶): Teahouse Competition on the Ground
We visited the stores of Nayuki and its competitors. Nayuki has the No. 4 largest customer base among Chinese teahouses, but We believe Heytea is...
299 Views
China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
360 Views