Alibaba - No Softbank Placement Overhang, Going into HSI and HSCEI
In Mar 2020, Softbank Group (9984 JP) had announced that it would sell assets worth US$41bn in order to fund the repurchase of US$18bn worth of its...
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StubWorld: Naspers Trading Cheap; Prosus Trading Rich(Er)
This week in StubWorld ... Prosus (PRX NA)'s discount to NAV has narrowed considerably since its low in late March ; but Naspers (NPN SJ) is...
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China Internet Weekly (18May2020): In April, Packages Up 32% YoY and Cellphone Shipment Up 14% YoY
In April, home delivery packages increased by 32% YoY (Exhibit 1) and home delivery revenues increased 22% YoY. SF Express (002352 CN), a...
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Yeahka IPO: A Secure Payment
Yeahka, a leading payment-based technology platform in China has filed to list its shares on the Hong Kong Stock Exchange and is expected to raise...
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Jd.com Secondary Listing: Do 1Q Results Give Further Support for Secondary Listing?
JD.com Inc (ADR) (JD US) shares closed at a new high after the reporting its 1Q20 results, with sales and margins ahead of expectations. JD.com is...
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