ChinaDaily Briefs

Daily Brief China: Tuhu Car, Yanlord Land, Hang Seng Index and more

In today’s briefing:

  • Tuhu Car Pre-IPO – Thoughts on Valuation – Will Likely Need a Markdown from Its Latest Funding Round
  • Weekly Wrap – 08 Sep 2023
  • EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Slowing Growth


Tuhu Car Pre-IPO – Thoughts on Valuation – Will Likely Need a Markdown from Its Latest Funding Round

By Clarence Chu

  • Tuhu Car (2007986D HK) is looking to raise up to US$300m in its upcoming Hong Kong IPO.
  • Tuhu is an integrated online and offline platform for automotive services in China.
  • We have looked at the firm’s past performance and undertaken a peer comparison in earlier notes. In this note, we will discuss our earnings assumptions and thoughts on valuation.

Weekly Wrap – 08 Sep 2023

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Country Garden Holdings Co
  2. Hopson Development
  3. Greentown China
  4. ReNew Energy Global
  5. China Jinmao Holdings

and more…


EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades-Slowing Growth

By Simon Harris

  • Weekly summary of vol changes and moves across Global Markets
  • Analysing ATM volatility and skew changes over the last 5 days
  • We suggest a few trades to take advantage of the implied vol surfaces

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars