Home Credit IPO: Whole Is Greater than the Sum of the Parts
Home Credit (HC HK) is a leading emerging market consumer finance provider. In our initiation note, we noted that setting aside the ongoing...
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Home Credit IPO Initiation: Credit Where Credit’s Due
Home Credit (HC HK)Â is a leading emerging market consumer finance provider. It offers point-of-sale (POS) loans, cash loans and revolving loan...
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360 Finance Offering: An Acquired Taste
360 Finance, Inc. (QFIN US) ​filed for a potential $103 million public offering which comprises of a primary offer of 375,000 ADSs and 7,125,000...
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Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
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China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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