HK IPO Analytics 1H2020: Highlight of Brokers' and Sectors' Performance, and Insti Book Color
As we regularly analyse deal performance, it is time to look at how the HK IPO markets performed during the first half of 2020. In this note, we...
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U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
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Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
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Pinduoduo: At the Intersection of Two E-Commerce Megatrends
Pinduoduo is at the intersection of two megatrends - fresh foods e-commerce and live-streaming. Fresh foods e-commerce penetration remains...
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China Internet Weekly (13Jul2020): Alibaba’s Freshippo and Ele.me Exploring Cities and Businesses
Alibaba (BABA)’s Freshippo opened two “Freshippo-mini” stores in Beijing. Alibaba (BABA)’s Ele.me began to deliver goods other than cooked...
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