Primer: Qudian Inc (QD US) - Nov 2025
Qudian is in a state of profound strategic transition, having pivoted away from its original online micro-lending business and subsequently...
165 Views
Screening For The Next Douyu (DOYU US)
In an altruistic move, Douyu announced a special dividend of US$9.76/share, vs. a last price of US$12.59. An outlier; or should we expect more of...
499 Views
Musings On US-Listed China Plays
Investors in Chinese companies may be willing to support activities that are contrary to US national interests, including technology used for...
600 Views
Negative EVs: JOYY & Sohu's Steep Discount To Net Cash
I'd tilt slightly towards Sohu. It did successfully sell Sogou; whereas Joyy failed to sell YY live. That may provide some insight as to how the...
597 Views
Lufax IPO: Valuation Insights
Our valuation analysis suggests that the IPO price range is unattractive and we would be inclined to give the IPO a pass.
859 Views