Kingsoft Cloud IPO: Valuation Insights
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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Kingsoft Cloud IPO: A Few Inherent Risks, But We Are Broadly Positive
Our initial thoughts on Kingsoft Cloud (1775017D US) (KC) are broadly positive. KC seems to carry a few inherent risks, in terms of over depending...
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Xiaomi (1810 HK): Chip Market Suggests Worse Smartphone Sales Than Q1 Under Huawei’s Attack
Xiaomi’s smartphone shipment decreased 35% YoY in 1Q2020. The company became the weakest smartphone producer among the top five brands in China in...
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China Internet Weekly (27Apr2020): BABA, PDD, BIDU, Xiaomi, JOBS, Most Moves Are About Cash
We believe cash balance may not tell the truth, but companies’ moves will. Alibaba (BABA) plans to invest in computing infrastructure – fat...
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Short Interests Spiked for SMIC, Galaxy and Techtronics
Hong Kong SFC reported on today for aggregate short position on Apr 9th. The aggregate short value for equities increased by $2,365m (+4.6%) WoW...
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