HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)
In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...
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Sun Car Insurance Agency (盛世大联) IPO: Over Valued Vs P&C Companies
Sun Car Insurance Agency is a leading automobile insurance agency and B2B2C automobile after-sales service provider in China. The company is listed...
665 Views
Tencent-Backed IPOs: Back in Vogue but Positive Returns Remain Far from a Sure Thing
Tencent Holdings (700 HK)-backed IPOs are back in vogue with four listing shortly– Mogu (MOGU US), iDreamsky Technology Limited (1119 HK), Tencent...
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Tencent Music IPO – Should You Be Wary of the Controlling Parent?
With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...
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Tencent-Backed IPOs: Be Wary as They Often Prove to Be Disasters
Since 2017, Tencent Holdings (700 HK) has notched more tech IPO exits than any venture capital, private equity or corporate investor. In many ways,...
592 Views