Meituan (3690 HK): CEO's Poem, as Response to Authorities' Sweat Shop Warning, Could Be Disaster
The government warned that Meituan should raise delivery workers’ benefits and reduce their workload. The CEO quoted a poem on a social media and...
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Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Waterdrop IPO Trading - Ant's Mutual Aid Admissions Showcase the Regulatory Overhang
Waterdrop, a technology platform for insurance and healthcare services in China, raised around US$360m in its US IPO. Tencent owned 22.1% and Swiss...
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Ximalaya IPO Initiation: Out of Tune
At first glance, Ximalaya is well-positioned to benefit from the sizeable China online audio market opportunity. However, a closer look reveals...
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Ximalaya Pre-IPO - The Negatives
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. In this note, we will talk...
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