China Internet Weekly (5Dec2022): JD.com, Baidu, IQiyi, Alibaba Health, ZTO, Pinduoduo, KE
Richard Liu came back to manage JD.com after he resigned half a year ago. Alibaba Health revenue increased 23% YoY in 1H23, which benefited from...
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Weekly Stock Bullfinder - Week of 12/5
As investors we are faced with a deluge of noisy breaking news, business media talking heads, and what has felt like non-stop Fed speakers offering...
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ECM Weekly (4th Dec 2022) - Skymark, Daiei, Sunshine, Lygend, Weilong, NRI, Zomato, Goto, Bobcat
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Pinduoduo (PDD US): Spectacular 3Q, Tough Outlook
PDD's spectacular 3Q results will prove unsustainable. Near term earnings risk and long term multiple compression render the payoff of this US$100...
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Weilong Delicious Global Pre-IPO - Updated Peer Comp and Valuation
Weilong Delicious Global, a spicy snack food company in China, aims to raise around US$200m in its Hong Kong IPO. In this note, we provide an...
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