Xi & The Communist Party Is Not Done With Alibaba Yet
Just when you start to think that the friction between Alibaba and the Chinese government may have started settling down, the Chinese government...
458 Views
Kuaishou (1024 HK): Expanding Ad Mkt for 2020 and Anime Plan for 2021, but Needs Reasonable Price
We believe revenue will grow by 48% in 2020 and 56% in 2021. āElectricity generation planā is coming and ad mkt is expanding. But we believe the...
404 Views
Zhihu IPO: Valuation First Look
Zhihu is pre-marketing an NYSE IPO to raise proceeds of $1 billion, according to press reports. In this note, we present our forecasts and take the...
450 Views
ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
517 Views
Autohome Secondary Trading - Strong Retail, Weak Insti Coverage
Autohome raised around US$700m in its secondary listing in Hong Kong.Ā I have covered most aspects of the deal in my earlier note. In this note,...
464 Views