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...
463 Views
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...
299 Views
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...
326 Views
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...
356 Views
DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
331 Views