China Renaissance Capital IPO Review - Priced to Perfection
China Renaissance Holdings (1911 HK) is looking to raise up to US$433m in its IPO. Proceeds raised will be mainly used to expand its investment...
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Baidu (BIDU): IQiyi (IQ) Caught a Hit TV Series
One of iQiyi’s TV series became the most popular on-line TV show during the summer. We believe the popularity of this show will lead to higher...
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China Renaissance IPO Preview: Sorry to Burst Your New Economy Bubble
China Renaissance Holdings L (1290022D CH) is a boutique investment bank and investment management firm focused on new economy companies. According...
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Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
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Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
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