Quiddity Weekly H/A: Share Spreads & Southbound Flows [Week to 12 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
390 Views
Quiddity Weekly H/A: Spreads & Southbound Flows [Week to 20 Jul 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
430 Views
NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
566 Views
Xiaomi Corporation–Will Holders of Vested Options and RSUs Hold On? Billions Here or There Do Add Up
In our opinion, Xiaomi Corp's (1810 HK) current valuation is disconnected from its fundamentals. Given regulatory setbacks in China, and a deluge...
435 Views
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