Alibaba (BABA US): Unloved but Undeterred
Alibaba shares underperformed its peers significantly in the last 12 months. We reviewed the company's FY21Q3 results which prime the stock for an...
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China ADRs Secondary Listing - Pipeline Looks Rich, Have Three Years to Move
2020 saw nine companies undertake a secondary listing in Hong Kong, to together raise over US$16bn. We shortlist remaining candidates and look at...
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Cloopen Group IPO: Valuation First Look
Cloopen is set to open its books to raise $500 million. In this note, we outline our forecasts and take the first look at Cloopen's potential IPO...
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Kuaishou IPO: Is It Worth Twice the IPO Price?
Kuaishou's grey market price has hit HK$250 per share, slightly more than 2x the IPO price of HK$115. Our analysis suggests that this valuation can...
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China Internet Weekly (1Feb2021): Central Bank's Positive Comment on Ant, Xiaomi Got Mkt Share in Q4
The chief of Chinese central bank positively commented Ant Group.India will ban 59 Chinese apps forever. Tencent Music increased its shareholdings...
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