Xpeng Motors HK Trading - More Hot with Instis that Retail
Xpeng Motors (XPEV US) raised around US$2bn via a listing in Hong Kong. In this note, we will talk about the trading dynamics and the updates since...
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DIDI US: Regulatory Risk on the Rise
The CAC ordered app stores in China to remove Didi's app for the illegal collection and use of personal data. With rich valuations and regulatory...
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PRC Shows DiDi Who's Boss: An Analysis of Adverse Regulatory Events on Stock Prices
Last week, I wrote about DiDi's regulatory risk. This week, it's worse. Hence the downgrade. But this is mostly an analysis of how regulatory...
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China ADRs - Kanzhun, Full Truck and Didi - Regulators Sending a Message
In a spate of three days, the Cyberspace Administration of China (CAC) has announced a cyber security review on three China tech companies. By...
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Didi Chuxing: Didi Removes Its App from App Stores Over Privacy Concerns
The investigation into Didi collecting and using personal information of users could offer further evidence for the ongoing antitrust probe and it...
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