Weibo Secondary Listing: HK-ADS Premium/(Discount) Views
Considering the weak sentiment on Chinese tech names, we think that Weibo pricing its H-shares at a wider discount of around 4-5% to its ADSs will...
242 Views
China Education Group (839 HK): Post-FY21 Result Call Suggests Robust Year Ahead
After beating expectation in FY21 result, positive outlook will extend into FY22 as student recruitment is encouraging, new schools and campuses...
298 Views
Weibo Secondary Listing - Needs to Come at a Discount
Weibo plans to raise around US$500-700m in its secondary listing in Hong Kong. In this note, we talk about the deal and its impact.
279 Views
Didi Global - Higher Probability of Relaunching Ride Hailing App in China by the End of 2021
There have been numerous media accounts in the past two days that have mentioned that DiDi Global (DIDI US) is likely to relaunch its ride-hailing...
245 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
170 Views