Alibaba: 2Q Positives Are Hard to Ignore
We feel that the market has not been as enthusiastic as it should be about Alibaba Group (BABA US)’s 2Q FY03/21 financial results.
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China Internet Weekly (9Nov2020): New Law on Online Small Amount Lending
We believe the new law will slow down the expansion of online lending. iQiyi raised the membership fees. Tencent Music signed an exclusive contract...
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ECM Weekly (8 November 2020) - Ant, Sunac Svcs, Jinke Svcs, Antengene, Gland Pharma, Kalyan Jewel
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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New Oriental Hong Kong Secondary Trading - Largest ADR/HK Listing Premium Yet
New Oriental Education (EDU US) raised US$1.5bn in its secondary listing. I have covered the background of the deal in my earlier note. In this...
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Last Week in Event SPACE: Prosus/Naspers, GMO Internet, CK Hutchison, AviChina, Ant Group, Tonly
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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