Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Baidu: A Closer Look at Non-Marketing Baidu Core. What Are We Paying for EV?
In this insight, I take a closer look at “Non-marketing Baidu Core” and analyse what the current market value implies for those operations, as well...
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China Internet Weekly (15Feb2021): Meituan Employee Showed up in Freshippo, Bad Data for Four Apps
Baidu , iQiyi, Trip.com, and Autohome got negative industry data.A Meituan delivery worker showed up in a Freshippo store.
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Dida IPO: Valuation First Look
Dida is seeking listing approval to raise $500m through a Hong Kong listing. In this note, we present our forecasts and take the first look at...
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China ADRs Secondary Listing - Pipeline Looks Rich, Have Three Years to Move
2020 saw nine companies undertake a secondary listing in Hong Kong, to together raise over US$16bn. We shortlist remaining candidates and look at...
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