Xiaomi Inc. – Where Is the Transparency? Updated Equity Value Estimate of US$1/Share
Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding, including the approximate proceeds to the Company...
329 Views
Growth Shock Is the Next Phase for Global Equity Markets
The growth scare that I wrote about in May’s Governments and Markets is now starting to materialise, as growth in the major emerging and European...
123 Views
Belt and Road Potholes/CDRs Get Closer/Small Banks’ IPOs/Solar Industry Turmoil/Exams and AI
China News That Matters Pushback against flagship BRI programme grows Beijing publishes “final” rules paving way for tech giants to list at...
79 Views
Xiaomi Corporation – Value Is in the Eye of the Beholder - $100 Billion or $20 Billion - A Wide Gulf
Xiaomi Corp (XIAOMZ HK) has gained global credibility by gatecrashing the smartphone market via value-based pricing and some luck. With Zte Corp H...
408 Views
China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
130 Views