China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny
Momo Inc (MOMO US) stock trades on sequential growth of MAU. Without showing steady growth of MAU, stock’s valuation will come down to 10x 2018E...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
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Huya (虎牙) Live Streaming IPO: Granular Differences Between Huya and Douyu (斗鱼) (Part 2)
Following our previous note covering the fundamentals of Huya Streaming's business (link to previous note here), we would like to explore further...
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Riedel CNBC Interview - Opportunities in EM During Market Volatility
Please find below a link to a CNBC interview yesterday with David Riedel of Riedel Research on opportunities in Emerging Markets in the context of...
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