Tencent-Backed IPOs: Back in Vogue but Positive Returns Remain Far from a Sure Thing
Tencent Holdings (700 HK)-backed IPOs are back in vogue with four listing shortly– Mogu (MOGU US), iDreamsky Technology Limited (1119 HK), Tencent...
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Last Week in GER IPO Research: Wuxi, Mobvista, Yancoal, IDreamSky, Mogu, Asiainfo, Softbank & More!
Last week was a busy week for IPO content. In this edition, we highlight a differentiated AH premium piece on pharma outsourcer WuXi AppTec Co....
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The GER Weekly Events Wrap: Familymart, Don Quijote, Softbank, and NTT
Below is a recap of the key event-driven research produced by the Global Equity Research team. This week, we provide further insight into our...
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G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
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Tesla Motors Inc. – For Whom the Bell Tolls
An eventful November 2018 continues for Tesla Motors (TSLA US). The Company surpassed market expectations for gross margins and free cash flow...
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