Didi Global: Xi Jinping Softening the Brutal Crackdown on China's Internet Giants?
In this insight, we provide a bullish case for DiDi Global. We argue that there are signs that Xi Jinping is starting to soften the brutal...
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DiDi Global: Time to Book a Ride?
Our bull-case SoTP valuation points to a 22% upside while our bear-case SoTP valuation points to a -19% downside. The shares seem fairly valued and...
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2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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DIDI US: Regulatory Risk on the Rise
The CAC ordered app stores in China to remove Didi's app for the illegal collection and use of personal data. With rich valuations and regulatory...
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DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
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