China

US-listed Chinese firms are getting squeezed: We pick out some EM alternatives

  • Both US and Chinese regulators have turned up the heat on Chinese firms listing in the US, leading them to underperform

  • We highlight alternatives in 4 key segments: Fintech, e-Commerce/ Logistics, Electric Vehicles, Internet/ Social Media

  • US exchanges and advisors could be the biggest losers; 37 IPOs of Chinese firms raised US$13bn of equity year-to-date

July 13th, 2021
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

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