China E-Commerce: 6.18 Festival Getting Bigger - Good for Alibaba, JD, Vipshop
The latest data from the 6.18 Festival suggests potential revenue upside for online shopping platforms. Find out who is strong by category and why...
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Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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Didi Chuxing IPO Valuation Analysis
Our base case valuation of DiDi Chuxing is implied market cap of $99 billion or target price of $20.4 per share. This represents a 46% upside to...
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Dingdong Maicai IPO Valuation Analysis
Our base case valuation of Dingdong is $30.9 per share or market cap of $7.6 billion. This would suggest a 21% upside from the high end IPO price...
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DiDi Chuxing IPO - At Fair Value, with Partial Lock-Up and Index Inclusion Pulling It Either Way
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$4bn in its US listing. It is backed by Softbank...
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