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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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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Dada Nexus (达达集团) IPO Trading - Larger Deal Size with Decent Potential Upside
Dada Nexus (DADA US) raised US$336m at US$16 per share, the mid-point of its IPO price range. The number of ADS sold was upsized by about 27%, to...
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Kingsoft Cloud: Valuing the Impact of Potential Price Hikes; Expect C.30% Upside in the Medium Term
In our IPO initiation note, Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive, we suggested that KC’s gross loss could be...
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ECM Weekly (17 May 2020) -Dada Nexus, Kintor Pharma, Yeahka, Archosaur Games
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming...
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