Xiaomi the Counter-Thesis!
As the deadline for Xiaomi Corp (1810 HK)'s bookbuilding period approaches there has been significant coverage regarding the name on Smartkarma,...
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Tencent (700 HK) – Reform Official Accounts, Will Make Money
Tencent is reforming the homepage of WeChat Official Accounts (WOA, 微信公众号) from “menu” to “feeds”. We believe Tencent wants to add advertisements...
193 Views
Cango IPO Preview: Baffling Strategic Choices
Cango Inc/KY (CANG US) is a leading automotive transaction service platform in China backed by Warburg Pincus (an 18.2% shareholder), Didi Chuxing...
525 Views
Xiaomi the Ecosystem!
Xiaomi Corp (1810 HK) released its 697-page global offering document this morning, and below, I've reproduced the key terms, the cornerstone...
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Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?
To match service levels offered by JD.com Inc (ADR) (JD US) and leading express carrier S.F. Holding Co Ltd (002352 CH), Alibaba Group Holding Ltd...
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