Dingdong Maicai Pre-IPO - It's Still like a VC Bet but Probably Worth It
Dingdong Maicia (DDL US)Ā (DM), a groceries on-demand e-commerce company, aims to raise up to US$357m via a US listing. It is backed by Tiger...
495 Views
Dingdong Maicai Pre-IPO - Thoughts on Valuation
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,...
565 Views
DoorDash: Run for the Exits
DoorDash is one of our top short picks for 2021. We think the earnings implosion is just the start as it fails to comp its outrageously fortunate...
491 Views
DoorDash IPO Context: What It Is & How It Compares to Online Food Delivery Universe
US-based on-demand food delivery company DoorDash plans to list soon. In this note we show investors how DoorDash differs from some of its peers in...
438 Views
No More 'Free Ride'? Key DiDa Inc Metrics That Could Reveal a DiDi ChuXing Resurgence
DiDa Inc has carved out a niche for itself in China's growing car pool segment. But should ride-hailing giant DiDi ChuXing re-emerge as a player,...
395 Views