Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
439 Views
Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter
SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...
287 Views
Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO
Sogou Inc (SOGO US), a Chinese search engine business backed by Tencent Holdings Ltd (700 HK), is listing on the NYSE on 7 November. At the...
554 Views
Sogou 搜狗 IPO: Old Dog, Cheap Tricks
The upcoming Sogou 搜狗 IPO makes the company seem larger than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
395 Views