Xpeng Motors HK Listing - Will Probably Be Hot Given Strong Momentum but past Deal Didn’t Do Well
Xpeng Motors (XPEV US) is looking to raise about US$1.7bn via a listing in Hong Kong. We have the IPO and its previous deal. In this note, we will...
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DiDi Chuxing IPO - At Fair Value, with Partial Lock-Up and Index Inclusion Pulling It Either Way
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$4bn in its US listing. It is backed by Softbank...
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Vipshop (VIPS US): Tantalizing Value for China's Discount Brand Retailer
Vipshop is down 50% from the peak in March 2021 despite the rejuvenated revenue growth and margin improvements. As I flagged my upgraded positive...
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EM Value Fund Positioning
With Value funds making gains on Growth funds this year, where are active Emerging Market Value managers positioned across countries, sectors,...
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DiDi Chuxing Pre-IPO - Bull Case, Index Inclusion, Uber Exit
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
448 Views