Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation
Alibaba Group Holding (BABA US) has launched a $13.4 billion secondary listing in Hong Kong with the shares expected to be priced around 20...
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HK Connect Flows: USD 729 Million Inflows into Meituan Since Inclusion
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
389 Views
Anticipating the Alibaba HK Listing
Last week Reuters and other media sources carried articles suggesting that Alibaba Group Holding (BABA US) would imminently re-launch its desired...
918 Views
Meituan-Dianping Metrics Versus Global Online Food Delivery Peers
In this note we compare Meituan Dianping (3690 HK)’s key metrics from three global online food delivery (OFD) companies (Grubhub Inc (GRUB US),...
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HK Connect Flows: $248m Inflows into Meituan on the First Day of Inclusion
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
320 Views