China TMT Update-2618.HK/2352.CH/3690.HK/PDD/BEKE-Cainiao Launching Express Delivery Network
2618.HK/352.CH: Cainiao launching own national express delivery network；3690.HK/PDD: Meituan planning to launch “Summer War” in CGB；BEKE: Beike is...
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Samsung Electronics:Â Return of the King
After a brief flirt with underweight in late 2022, active Asia Ex-Japan managers rotate back in to Samsung Electronics, pushing allocations towards...
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HK Short Interest Weekly: Baba, Tencent, Meituan, CMB, Yankuang Energy
We analyzed the latest HK SFC report for aggregate short position as of Jun 16th and highlight short interest changes in Baba, Tencent, Meituan, Cm...
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4Paradigm Pre-IPO - Refiling Updates - Has Been Paring Down Losses but Cash Runway Seems Short
4Paradigm (1764934D HK) is looking to raise about US$600m in its upcoming IPO in Hong Kong. In this note, we will cover the firm’s refiling updates.
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Alibaba (9988 HK): Daniel Steps Down as Jack Changes Strategy
Daniel Zhang stepped down from the Chair and CEO. The retail focus will move from physical store and branded product to a platform for third-party...
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