Yidu Tech IPO Initiation: Patient Revolution
Yidu is pre-marketing a Hong Kong IPO to raise as much as $500 million. Overall, Yidu is an attractive play on rising IT spend in China’s...
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Alibaba (BABA): This Online Antitrust Wave, A Risk, But Not A Massacre
The State Administration for Market Regulation (SAMR) started to investigate many internet companies for monopoly. We believe the movement is...
359 Views
Huya – Increasingly Our Preferred Pick Vs. Douyu Given the Threat of the Merger Collapsing
We have consistently said that proper analysis of the financials pointed to Huya's business being noticeably more sustainable than that of Douyu....
360 Views
Blue Moon Group IPO Trading - Too Expensive for Our Liking but Retail Traders Seem to Like It
Blue Moon Group Holdings (BMG HK) (BMG) raised around US$1.4bn in its Hong Kong listing. The company is backed by Hillhouse who first invested in...
404 Views
China Internet Weekly (14Dec2020): WeChat Banned Third-Party Apps, Ambassadors Visited Xiaomi
The Politburo of China said it would prevent capital from expanding disorderly. Tencent WeChat prevents third-part apps from using WeChat freely....
273 Views