Didi Global (DIDIY US): China's Leading Ride Hailing Platform at 8.4x 2029e P/E with a HK Listing Catalyst
Didi Global (DIDIY US — US$23 billion) is China’s largest ride-hailing company. You can think of Didi as the “Uber of China.”
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Didi Global Q424 Results: Another Set of Solid Numbers from China's Ride Hailing Giant
Didi Global reported solid Q424 numbers last week, with most key metrics improving Y/Y. We believe the company could pursue an(other) IPO this year...
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Didi Global Inc (DIDIY) - Sunday, Nov 3, 2024
Didi Global Inc. is a prominent mobility technology platform offering ride hailing, taxi hailing, and ride sharing services
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Didi Global Q324 Results & Two Key Reasons Company May Consider A New Listing in 2025
Didi Global's core profitability continued to improve in Q324. More importantly, compared to even a few months ago, we believe a 2025 IPO is...
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HONG KONG ALPHA PORTFOLIO: (September 2025)
Due to the sudden escalation of US/China tensions we have decided to reduce AI and other risk exposure in the Hong Kong Alpha portfolio at the open...
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