Trade/Investment Ideas for 2019/20 China ADR Listings
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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China Internet Weekly (16Dec19): Tencent Broke Through Resistance Line
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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Luckin Coffee (瑞幸咖啡) Lock-Up Expiry - Short Closer to Q3 as Pre-IPO Investors May Look to Sell
Luckin Coffee (LK US)'s lock-up will expire in about a month, on the 13th of November. We have covered the IPO extensively in: Luckin Coffee...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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Tencent Bid for Bitauto: A Change in Strategy to Reignite Growth?
Tencent has been in a tough spot of late - outer year revenue estimates for the company have continued to fall for the past year (Source: Reuters)...
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