Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much
China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....
619 Views
China’s P2P New Loan Origination Plummeted in Q1 2018
When Qudian Inc (QD US), PPDAI Group Inc (PPDF US), Hexindai Inc (HX US) came to NY for their respective IPOs in Q4 2017, we warned investors that...
346 Views
Sunlands Education IPO Review - Too Little Info on the Source of Its Growth Driver
Sunlands Online Education Gr (STG US) is looking to raise about US$163m from its upcoming IPO. Proceeds raised will be mainly used for the research...
494 Views
Qudian’s Risks in Transition from Online Consumer Loan Lender to Originator
Understanding that Qudian Inc (QD US) is going through a forced business model transition out of the online micro loan lending business to an...
487 Views
Qudian: Big Misses Ahead
Our recent research indicates that due to the Chinese authority’s crackdown on online micro consumer loans, cash loan transactions are effectively...
329 Views