Dingdong Maicai Pre-IPO - Increasing Market Share, Fast Growth but No Signs of Profit
Dingdong Maicia (DDL US), a groceries on-demand e-commerce company, aims to raise up to US$500m via a US listing. It is backed by Tiger Global,...
506 Views
Softbank Group - Shares Drift as Discount Settles in 40% Range
SBG reports incremental progress on its Vision Fund liquidity plans but c. $9bn in public VF valuation losses is a headwind. Shares now trade in...
442 Views
AiHuiShou Pre-IPO - Mostly Positive - Pre-Owned but Well Loved
Aihuishou(RERE US), China’s largest pre-owned consumer electronics transactions and services platform, aims to raise upto US$1bn via a US listing....
434 Views
Tencent: Earnings Beat Consensus; Falling User Growth and Game Revenue Growth Concerning
Tencent’s 1Q21 revenues and profits saw strong growth, however, we are concerned about the slow down in online games revenue growth as the segment...
565 Views
Ximalaya Pre-IPO - Peer Comparison
Ximalaya (XIMA US), the largest online audio platform in China, is looking to raise around US$1bn in its US listing. As of 1Q21, it had 250m MAUs...
475 Views