China Consumer Finance Pair Trade: Long 360 Finance/Short 9F
360 Finance, Inc. (QFIN US) is a leading online consumer lending platform and the finance partner of the 360 Group. 9F Inc (JFG US), a P2P lending...
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JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
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Home Credit IPO: NIM Improvement Driven by Mismatch in Maturity of Assets and Liabilities
Home Credit N.V. is an emerging market consumer finance company and they are planning to list its shares on the Hong Kong stock exchange with...
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Home Credit IPO: Valuation a Tough Sell
Home Credit (HC HK) is a leading emerging market consumer finance provider. Home Credit has started a two-week pre-marketing roadshow for a Hong...
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Home Credit IPO: 2Q a Quality Vs Quantity Quarter
Home Credit (HC HK) is a leading emerging market consumer finance provider. Home Credit is set to start pre-marketing for a Hong Kong IPO to raise...
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