Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive
Our initial thoughts on Kingsoft Cloud (1775017D US) (KC) are broadly positive. KC seems to carry a few inherent risks, in terms of over depending...
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China Internet Weekly (4May2020): BABA President Punished, Chinese Securities Authority on LK
Alibaba (BABA) punished the president of Tmall and Taobao. JD.com (JD) is going public on the Hong Kong Stock Exchange. 37 Interactive (002555...
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Tencent – Pricey Aussie Transaction
* Small Investment Stake In Aussie Fintech Firm: Tencent (700.HK) filed a substantial notice that it took a 5% stake in Afterpay (APT.AU) via...
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HK Connect Weekly: Tencent, Ping An Good Dr, Sino Biopharm, SMIC, CSPC, Sunny Optical
In our weekly HK Connect Flow series, we aim to highlight key stocks and sectors which the mainland investors traded via the southbound Hong Kong...
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58.com’s Privatisation: Next Move Tencent
On 29 April, 58.Com Inc Adr (WUBA US) announced an updated non-binding privatisation proposal. As a reminder, on 2 April, 58.com announced a...
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