India Channel Insight #32 | BYJU'S, Cars24, Udaan
This channel insight focuses on private unicorns backed by Blackrock Inc (BLK US), Tencent (700 HK), Alibaba Group (9988 HK)
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HK Short Interest: Property Shorts
We highlight property names that saw weekly short interest increase: Cifi, Country Garden, Country Garden services, and Kintor which reported Phase...
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Alibaba Cloud: Exit of Senior Leadership Arouse Suspicion
It’s a bit suspicious to see several of Alibaba Cloud’s senior leadership in the domestic business quit right before the data migration deadline...
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Tencent: Investments up as Valuations Drop, Room for Another Significant Special in Specie Dividend
In this insight, we analyse Tencent’s recent investment activity and notable investee holdings to evaluate the potential for another meaningful...
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DIDI Decides To Delist - Now It Gets Messy
DIDI Chuxing had serious data issues in early 2021 and IPOed against regulators' wishes, then got spanked. Chickens are coming home to roost. The...
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