China Internet Weekly (10Jul2023): Meituan, Alibaba, Ant Group, Tencent
Meituan’s food delivery has taken 20% of the Hong Kong market share. The authorities suggests that they will not further restrict financial apps.
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Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record
Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...
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HK Short Interest Weekly: Luye Pharma, Baba, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Jun 30th and highlight short interest changes in Luye Pharma, Baba, Li Auto.
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Lalatech Holdings Limited Pre-IPO - Thoughts on Valuation - Needs a Very Big Cut from Pre-IPO Rounds
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about valuations.
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Lalatech Holdings Limited Pre-IPO - Peer Comparison - Not the Largest but Pulling Its Weight
Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we undertake a peer comparison.
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