Tencent Sets in Motion a Sensible Huya DouYu Merger
After much media speculation, Tencent Holdings (700 HK) finally showed its hand by proposing that HUYA Inc (HUYA US) and Douyu International...
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Huya and Douyu – Implications for Valuation From the Gross Margin Trend
As individual entities we were negative on Huya and Douyu due to poor marginal profitability arising from the need to compete for top streamers....
343 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
291 Views
KE Holdings/Beike IPO - Can't See Much Upside
KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, aims to raise up to...
1.1k Views
China Internet Weekly (10Aug2020): Pompeo Mentioned Decoupling List, How About Apple in China?
U.S. Secretary of State, Pompeo, suggests Chinese cloud companies should be banned. If the users in China face the choice between WeChat and...
298 Views