Dingdong Maicai Pre-IPO - It's Still like a VC Bet but Probably Worth It
Dingdong Maicia (DDL US) (DM), a groceries on-demand e-commerce company, aims to raise up to US$357m via a US listing. It is backed by Tiger...
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DiDi Chuxing Pre-IPO - Peer Comparison
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise around US$10bn in its US listing. It is backed by Softbank...
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Full Truck Alliance IPO Trading - Have to Do a Bull Case to Find Some Upside
Full Truck Alliance (YMM US) (FTA), China’s largest digital freight platform by gross transaction value, raised around US$1.6bn via a US listing....
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Dingdong Maicai Pre-IPO - Thoughts on Valuation
Dingdong Maicia (DDL US), a groceries on-demand e-commerce company, aims to raise up to US$500m via a US listing. It is backed by Tiger Global,...
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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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