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Full Truck Alliance (YMM US)
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104
Analysis
Industrials
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China
Full Truck Alliance Co. Ltd. operates as a software company. The Company develops digital freight and logistics platform.
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bearish
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Softbank Group
•
15 Jul 2021 18:34
Softbank Group - Vision Fund 2’s Late-Private Investments Blur the Lines with Northstar
A series of VF investments at or just before the IPO seem to overlap with Northstar's role whilst highlighting a lack of SPAC activity. Meanwhile, ...
Kirk Boodry
407 Views
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bearish
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RLX Technology Inc
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11 Jul 2021 09:09
RLX Lock-Up Expiry- Stung by Regulation, What Early Investors Do Will Be Telling, >US$1bn Comes Free
RLX Technology Inc (RLX US) raised around US$1.4bn in its US listing in Jan 2021.RLX sells e-vapor products in China. The lock-up will expire over...
Sumeet Singh
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633 Views
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bearish
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Tencent
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09 Jul 2021 10:42
Tencent: Are We There Yet?
Compared to Alibaba, it has only been bits and pieces for Tencent so far when comes to regulatory crackdown. It seems obvious that Tencent will...
Shifara Samsudeen, FCMA, CGMA
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684 Views
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bearish
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Manycore Tech
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08 Jul 2021 17:00
Manycore IPO: Overshadowed by the Chinese Regulatory Crackdown
The ongoing cybersecurity and antitrust crackdown will make it more difficult for Chinese companies to list in the US and is a warning signal to...
Shifara Samsudeen, FCMA, CGMA
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525 Views
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bearish
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Alibaba
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07 Jul 2021 23:32
Alibaba: Still Too Risky to Own
Mega cap tech stocks rarely underperform the market to the same extent as Alibaba during the last seven months, especially with no deterioration in...
Oshadhi Kumarasiri
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420 Views
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