Huya IPO: 1Q Maiden Profit, Valuation Remains Unpalatable
HUYA Inc (HUYA US) released certain 1Q18 financial data ahead of its IPO. Unsurprisingly, the released data is positive notably as Huya reported...
332 Views
Weibo Corporation (WB): Facing Increasingly Competitive Landscape, Downgrade to HOLD
Although we expect Weibo’s 1Q rev./net income will beat consensus by 2.6%/8.1%, we estimate 18/19 EPS will be below consensus by 6.3%/3.9%. We see...
175 Views
Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
393 Views
Update on Pilot Program on CDRs - Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft Document (CSRC link, Chinese only) called "Administrative Measures...
330 Views
Tesla Inc. - The Bull- Bear Battle Continues: Tied at 1-1 After Q1-18
Tesla Motors Inc (TSLA US) was expected to buckle at its knees today. It almost emerged unscathed, but ultimately ended up with a few bruises...
143 Views