ENTITY
KE Holdings

KE Holdings (BEKE US)

196
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.
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bearishSoftbank Group
24 Feb 2021 19:38

Softbank Group: Jitters in a Frothy Market

Tech jitters hit Softbank shares which dropped 5% v -1% for NASDAQ. We think the gap is partially explained by the Coupang IPO and low visibility...

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09 Feb 2021 15:04

Cloopen (容联.云通讯) IPO Trading - Set for a Strong Debut

Cloopen is a multi-capability cloud-based communications solution provider in China. In this note, we will look at the deal dynamics and provide a...

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bullishKE Holdings
09 Feb 2021 08:50

KE (BEKE): Outperform Competitors in Booming Property Market

Property Developers’ advertising budgets surged in December 2020. BEKE’s active users increased by 147% YoY in December 2020. We set the upside...

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Ming Lu
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bearishSoftbank Group
08 Feb 2021 18:49

Softbank Group Q3 20 Results: Well-Flagged VF Gains but Derivative Losses Remain a Drag

Softbank posted robust profits thanks to Vision Fund gains from DoorDash and Uber but public market investments lost money again after another...

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22 Jan 2021 10:55

RLX Technology IPO Trading - We Won't Be Chasing

RLX Technology Inc (RLX US) raised around US$1.4bn in its US listing. RLX is the largest branded e-vapor company in China with a market share of...

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