Kingsoft Trade Idea Update: Cloud Listing to Crystalize the Value
In our previous note (link here), we highlighted that the stub value of Kingsoft (3888 HK) reached a record low since the listing of its main...
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Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive
Our initial thoughts on Kingsoft Cloud (1775017D US) (KC) are broadly positive. KC seems to carry a few inherent risks, in terms of over depending...
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Kingsoft Cloud (金山云) Pre-IPO: Thoughts on Peers and Valuation
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK) and a leading cloud provider in China. The company has filed its prospectus...
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Kingsoft Cloud (金山云) Pre-IPO: Video Streaming Exposure and Aggressive Industry Forecast
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK) and a leading cloud provider in China. The company has filed the prospectus...
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Market Shorts IT; FOMO Pushes Up 'New Economy' Stocks
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 April 2020.Total short...
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