Short Interests Spiked for Ping An Good Dr, China Mobile, Kingsoft, Gome
Hong Kong SFC reported today for the aggregate short position on Apr 24. The aggregate short value for equities decreased by $-531m (-1.0%) WoW but...
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Kingsoft Cloud (金山云) IPO: Bargain Price for China Cloud Service Leader
Kingsoft Cloud launched its book building to raise up to USD 450 million via a listing in the US. In our previous note, we took a look at the value...
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Kingsoft Cloud IPO: Valuation Insights
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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Kingsoft Trade Idea Update: Cloud Listing to Crystalize the Value
In our previous note (link here), we highlighted that the stub value of Kingsoft (3888 HK) reached a record low since the listing of its main...
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Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive
Our initial thoughts on Kingsoft Cloud (1775017D US) (KC) are broadly positive. KC seems to carry a few inherent risks, in terms of over depending...
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