Remember DiDi Global? We Check in on China's Dominant Rideshare Company and Review Recent Results
In this insight we review Didi Global's recent history dating back to its US IPO, analyze financial results from FY20 through Q124, and try to...
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Most of China’s Top Auto Suppliers Are Expanding Into Europe, Report Shows
Chinese suppliers of both auto hardware and software are following their carmaking clients overseas, particularly focusing on Europe and North...
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China Slams EU’s EV Anti-Subsidy Probe as ‘Disregarding’ WTO Rules
China has slammed the European Commission for requiring Chinese electric-vehicle (EV) and battery makers to provide additional information for its...
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Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
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Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
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