JD & NetEase Secondary Listings - What to Do with the ADR? Lessons from Baba
Both JD.com Inc (ADR) (JD US) and NetEase Inc (NTES US) obtained approval for a secondary listing in Hong Kong on Thursday, 28th May....
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Last Week in Event SPACE: SingTel, Hang Lung, Vedanta, Sing Air, Leyou
Last Week in Event SPACE ... Singtel (ST SP)'s implied stub, stripping out all its listed holdings, has never been cheaper. Hang Lung (10...
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NetEase Secondary Listing: Coming Home
NetEase Inc (NTES US) is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019,...
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GSX: Minimal Market Share; ~80% Fake Enrollment and Operational Irregularities
Last week, we conducted a market survey among K12 parents who registered their child(ren) for at least one class with Gaotu and/or GSX Techedu (GSX...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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