Daojia Pre-IPO - Can’t Pinpoint the True Growth
Daojia Limited (DL), one of the largest one-stop home services platforms in China, aims to raise US$300m in its US IPO, which now may or may not...
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What's Going On With Weibo?
Weibo was in the news as a story suggested the chairman would join with a state entity to take the company private. This was denied shortly after....
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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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DIDI US: Regulatory Risk on the Rise
The CAC ordered app stores in China to remove Didi's app for the illegal collection and use of personal data. With rich valuations and regulatory...
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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...
320 Views