China Internet Weekly (13Apr2020): Tencent, BILI, Xiaomi, TCOM, IQ, TAL
Tencent (700 HK) will consolidate its e-sports subsidiaries. Sony invests $400 million in Bilibili (BILI). Xiaomi (1810 HK) sells low-price...
309 Views
Baidu - Should Investors Be Worried After IQIYI Short Selling Report? - Inteqres ESG Bite
iQIYI Inc (IQ US) has been accused of overstating its revenue. Baidu (BIDU US) fully consolidates IQIYI and is therefore implicated in any...
413 Views
IQIYI: Some Flaws in the Wolfpack's Short Seller Report
QWolfpack issued a short-seller report on IQIYI last night which estimates that IQIYI inflated its 2019 revenue by RMB 8 to 13 billion, or 27% to...
508 Views
Tencent (700 HK): WeChat Pay, WeChat Ad, and Game Up 38%, 37%, and 25% in 4Q2019
Total revenues grew 25% YoY in 4Q2019, higher than the three previous quarters. Three of four main businesses grew over 20% YoY in 4Q2019. The...
337 Views
China Internet Weekly (2Mar2020): Photos of Rush Hour in Shanghai, ByteDance Starts Search App
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
281 Views