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ENTITY
Kingsoft Cloud

Kingsoft Cloud (KC US)

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Analysis
Information TechnologyChina
Kingsoft Cloud manufactures software. The Company mainly produces office software, king dictionary, game software, anti-virus software, and other application software.
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20 Aug 2020 11:24

Kingdee Placement - Past Deals Haven't Done Well in the near Term

Kingdee International Software (268 HK) aims to raise around US$316m via a placement.The stock has done exceptionally well this year, up 145% YTD,...

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bearishKE Holdings
13 Aug 2020 09:31

KE Holdings/​​​​Beike IPO Trading - We Would Be Sellers if It Pops

KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, raised around US$2.1bn in...

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bearishLi Auto
31 Jul 2020 06:35

Li Auto (理想汽车) Trading Update - No Mention of Hillhouse's Investment

Li Auto Inc. (LI US) raised about US$1.1bn at US$11.50 per share, above the top-end of its IPO price range last night. We have covered the deal in...

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bearishKingsoft Cloud
03 Jul 2020 00:43

Kingsoft Cloud (KC:US): TikTok Ban in India – Should KC's Shareholders Worry?

Despite ByteDance (1460967D CH) being Kingsoft Cloud (KC US)’s largest customer, contributing for 30%+ of revenue, we believe the TikTok ban in...

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bullishMSCI ACWI Index
25 Jun 2020 13:37

Global Equity Strategy: Stick With Technology

Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...

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