US/Mainland China - De-Escalation Appears Evident
*China Retaliation: A day after US government ordered mainland China's Houston consulate to close and personnel to depart within 72 hours, mainland...
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KE Holdings (Beike) IPO Initiation: Home Truths
KE Holdings Inc (BEKE US)Â is a combination of Lianjia, China's leading real estate brokerage brand, and Beike, China's leading integrated online...
583 Views
Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
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Tencent – Well Timed Transaction
*Another Material Developments At Afterpay:Â Afterpay Touch (APT.AU) confirmed another material development. The launch of its global rewards system...
458 Views
HK Short Report: Evergrande Health, Zhuzhou CRRC
Hong Kong SFC reported on today for aggregate short position on Jul 17. The aggregate short value for equities decreased by $-3,569m (-5.5%) WoW...
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