Alibaba: Still Too Risky to Own
Mega cap tech stocks rarely underperform the market to the same extent as Alibaba during the last seven months, especially with no deterioration in...
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China ADRs - Now the Message Is Loud and Getting Clearer
In our previous note we spoke about the recent crackdown on the three US listed firms. Since then more news has been coming in along the same theme...
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Xpeng Motors HK Trading - More Hot with Instis that Retail
Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...
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PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
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China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
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