GEM Weekly (29 Jul 2022): South Korea GDP; NetEase, MediaTek, Alibaba, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Softbank Group - BABA Pressure Has Didi Read Across but a 41% NAV Discount Provides Cushion
The regulatory story in China continues as Alibaba is under pressure again. That is bad news for Didi as market hopes for an app restoration and HK...
680 Views
WCP IPO - Peer Comparison and Valuation - Needs a Price Cut Not a Timeline Extension
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note we talk about the refiling...
471 Views
Alibaba Dual-Primary-Listing: An Opportunity to Raise Money Without A Trouble Alert
With the negotiations between the US and China still at a deadlock, it seems that there’s no way forward for Chinese stocks in the US without full...
489 Views
Onewo Space-Tech Pre-IPO - The Negatives - Acquisition Led Growth, Related Party, Margin Issues
Onewo Space-Tech aims to raise around US$2bn in its Hong Kong IPO. OST is a property management service provider owned by Vanke. In this note, we...
512 Views