ESR Cayman Re-IPO - Trying to Hitch a Ride on Momentum. Other Cheaper Ways to Play on E-Commerce
In its previous Hong Kong listing attempt in Jun 2019,Ā ESR Cayman (ESR HK) aimed to raise up to US$1.2bn. This time around, the company is planning...
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Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Vivendi (VIV FP Equity): All About UMG. Bet on Vincent Bollore to Create Maximum Value by 17/02/22
Vivendi SA (VIV FP) just posted another strong set of 3Q results which highlight the attractiveness of UMG, the company's crown jewel. UMG saw YoY...
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Meituan (3690 HK): Rebrands Bike-Sharing in a User Growth War Against Alibaba
Meituan launched a bike-sharing brand, āMeituan bikeā, other than its existing āMobikeā. We believe it is a user base competition against Alibaba...
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Silicon Stories L: BitKub Capital on Fintech
The founder of BitKub Capital, a largest Thai crypto-currency exchnage, highlighted some very interesting views on how the Thai fintech landscape...
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