Kuaishou (1024 HK): Positive Operating Data in 1Q21, But Not Enough
We believe Kuaishou is riding on the boom of e-commerce live broadcasting. We also believe Tencent's game copyrights support Kuaishou' game live...
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Waterdrop IPO: Valuation First Look
Waterdrop is pre-marketing an NYSE IPO with a placeholder amount of $100 million. In this note, we present our forecasts and take the first look at...
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China E-Commerce: Robust Consumption Data Hints at Online Spending Spree
China retail sales data hints at a big online spending quarter. Vipshop and PDD are expected to be big winners, but find out why you should jump...
256 Views
Meituan (3690 HK): Forthcoming Punishment Will Benefit Alibaba
State Administration for Market Regulation (SAMR) began to investigate Meituan. We believe penalty must follow. We also believe Alibaba’s Ele.me...
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Wuxi Biologics Placement - Market Is Likely Well-Positioned for the Selldown
Wuxi Biologics Holdings is looking to raise up to US$1.3bn by selling about 2.3% of Wuxi Biologics (2269 HK). This is the company's 14th placement...
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