Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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Fire Rock: A Value Play or Value Trap?
Another superior-return, fast-growing gaming business trading at an attractive level. Should investors buy into this (seemingly quality) growth...
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Kuaishou Technology IPO Preview
Kuaishou is getting ready to complete its IPO in the HK exchange on 5Â February 2021. Kuaishou will be one of the largest IPOs in the world in 2021.
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StubWorld: Tencent Under Pressure From Antitrust Push
Stay long long Naspers vs Tencent. As we approach March, the likelihood that investors realise there could be another large offering increases,...
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China Internet Weekly (28Dec2020): BABA Investigated, Ant Warned, Youzu Founder Poisoned to Death
The State Administration of Market Regulation investigated Alibaba and Summoned Ant Group's management. JD Digits (JDD) changed CEO in the process...
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