ENTITY
KE Holdings

KE Holdings (BEKE US)

223
Analysis
Real EstateChina
KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.
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bearishDiDi Global
06 Jul 2021 01:56

PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices

Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...

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bearishSoftbank Group
05 Jul 2021 10:38

Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise

Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel...

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bearishSoftbank Group
01 Jul 2021 15:46

Softbank Group - Vision Fund’s Public Companies on Wild Ride to End Quarter in the Black

Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...

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bullishManycore Tech
29 Jun 2021 17:25

Manycore Tech Pre-IPO - High but Declining Market Share

Manycore Tech (MTI), the world’s largest platform for 3D interior design, decoration and construction, aims to raise at least US$100m in its US...

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21 Jun 2021 07:21

Pre-IPO ESG Analysis of Full Truck Alliance: Strong ESG Profile... But With One Potential Landmine

There aren't many highly material ESG issues for FTA. But quantity is irrelevant when there is one big ESG issue with the potential to crush any...

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