China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension
Structural changes in China cloud market. There are three structural changes in China cloud market since the internet sector crackdown in 2021.
203 Views
Law & Order: What the New Data Security Laws Mean for China's Tech Sector?
China's recent new sweeping data security and protection laws have set the tech sector in turmoil, We examin what are the impact way forward.
412 Views
Bairong: Upcoming Lock-Up Expiry
Bairong’s pre-IPO investors’ lock-up period expires on 20 September. In this note, we look at the returns of the pre-IPO investors and potential...
217 Views
Linklogis IPO Trading - Decent but Not Hot Demand
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO. Its early investors include...
434 Views
Bairong IPO - Decent Valuation Probably Weighed Down by Regulation
Bairong, an independent AI-powered technology platform in China serving the financial services industry, aims to raise up to US$508m in its Hong...
775 Views