Sign in with Google. Opens in new tab
ENTITY
KE Holdings

KE Holdings (BEKE US)

251
Analysis
Real EstateChina
KE Holdings Inc. operates as an integrated online and offline platform for housing transactions and services. The Company offers existing and new home sales, home rentals, home renovation, real estate financial solutions, and other services. KE Holdings conducts businesses in China.
more
bearishSoftbank Group
10 Aug 2021 12:36

Softbank Group - Q1 21 Results Reaction: A Slow Shift in Focus

The messaging is changing at Softbank as the IPO flywheel (20+ liquidity events) gives way to investment sales and realized gains.  There are no...

Logo
261 Views
Share
bullishKE Holdings
09 Aug 2021 05:53

KE (BEKE): New Policy Not Fatal at All, Time to Accumulate

Most municipal governments use price cap, but it is easily bypassed. The policy aims at existing home transaction, but not new home sales or home...

Logo
Ming Lu
395 Views
Share
bearishDiDi Global
05 Jul 2021 17:56

PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices

Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...

Logo
412 Views
Share
bearishSoftbank Group
05 Jul 2021 02:38

Softbank Group and Didi Chuxing - Regulatory Pressure on the Rise

Softbank is down 5% and the holdco discount is over 45% on Didi weakness. We think our forecasts cover regulatory pressure but the VF IPO flywheel...

Logo
297 Views
Share
bearishSoftbank Group
01 Jul 2021 07:46

Softbank Group - Vision Fund’s Public Companies on Wild Ride to End Quarter in the Black

Vision Fund's portfolio moved into the black for Q1 thanks to IPOs and some amazing qtr-end moves by a few VF stocks. Report includes updated...

Logo
370 Views
Share
x