Momo (MOMO) - Short Seller Not Familiar with Live Video, 120% Upside.
We believe the stock price plunge was due to a short seller’s manipulation. We believe the negative comment from the short seller, J Capital, was...
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Tencent Music（TME）: We Think It Is Worth USD 28.3 Bn --(1)
Facing a high-level user scale, we expect Tencent Music's future user scale to encounter growth bottlenecks. According to our estimation, the total...
665 Views
Tencent Music Entertainment Group – Back in the Groove with an Unjustified Valuation Multiple
The proposed IPO of Tencent Music Entertainment (TME US) although highly anticipated is no slam dunk for investors. China's online social...
657 Views
ECM Weekly (1 December 2018) - Softbank Corp, Tencent Music, Cansino, Wuxi Apptec, Fosun Tourism
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
447 Views
Mobvista IPO - One Client Rescued 1H18, the Slowdown Has Been on Since 2H17. P/E Doesn't Matter
Mobvista (MBV HK) plans to raise around US$200m in its Hong Kong IPO. I have covered most aspects of the deal in my earlier insight, Mobvista...
503 Views