Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at “Non-marketing Baidu Core” and analyse what the current market value implies for those operations, as well...
375 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
192 Views
Kuaishou IPO Trading - Bubbling Now, Spread Out Index Inclusion Might Keep It Going for a Bit
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO and ended its first day up 161%. Key dates for index inclusion are 17th Feb,...
444 Views
Kuaishou IPO: Trading Debut
Kuaishou priced its IPO at HK$115 and the grey market price last stood at HK$278. Our DCF sensitivity analysis shows that the grey market price is...
473 Views
Kuaishou Technology IPO Trading - Might Be Doubling but Still Not near Bubbling
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO. The company is backed by Tencent, Sequoia China, Baidu, DST Global, Boyu...
499 Views