China Non-Bank Finance Companies (NBFCs); Ant’s Loss, Their Gain
Chinese NBFCs' share prices have rallied as Ant's regulatory hurdles mounted; yet we see more scope for re-rating in the case of LexinFintech on...
719 Views
Bairong Pre-IPO - The Positives - Largest Independent Big-Data Analytics Provider
Bairong, an independent AI-powered technology platform in China serving the financial services industry, plans to raise around US$300m in its Hong...
572 Views
Kuaishou Technology IPO Trading - Might Be Doubling but Still Not near Bubbling
Kuaishou Technology (KT) raised around US$6.2bn in its Hong Kong IPO. The company is backed by Tencent, Sequoia China, Baidu, DST Global, Boyu...
584 Views
Alibaba 3QFY21: Not Out of The Woods Yet
This is probably the worst time period in Alibaba’s history. Therefore, a lot of pressure was on Alibaba yesterday to release strong 3QFY21...
289 Views
HSCEI Dividends - Structural Sell; Bank Dividends the Swing Factor
We see downside in the HSCEI 2021 and 2022 div futures due to changes in the index composition and potential changes in the index methodology....
441 Views