GDS Holdings (GDS US) - Cashflow Impact Due to Accumulating AR Balance
GDS Holdings reported strong OCF for LTM 30 Sep 2021 but there is a divergence between its OCF and cash profits. We identified a rising AR balance...
519 Views
Weibo Secondary Trading - Delivered a Good Correction but Got Caught in the Wider Rout
Weibo raised around US$440m in its secondary listing in Hong Kong. In this note, we look at the allocation results and talk about the trading...
366 Views
Digital Core REIT IPO Trading - Strong Demand
Digital Core REIT (DCREIT), a data center REIT, raised US$600m in its Singapore IPO. In this note we will talk about the trading dynamics.
514 Views
Xpeng Motors HK Trading - More Hot with Instis that Retail
Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...
371 Views
China Technology:Ā Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
423 Views