Tencent Music Entertainment Group – Back in the Groove with an Unjustified Valuation Multiple
The proposed IPO of Tencent Music Entertainment (TME US) although highly anticipated is no slam dunk for investors. China's online social...
670 Views
Meituan Dianping – Is the Impressive Growth Sustainable?
Meituan Dianping (3690 HK) appears to have side stepped the slowdown in the Chinese economy by posting a robust set of numbers. While on a YoY...
493 Views
Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME
In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...
747 Views
Tencent Music Entertainment Group - Much Ado Nah Music About Nothing!
Tencent Music Entertainment (TME US) ("TM") is the latest family member to grow up under the Tencent Holdings (700 HK) umbrella and is now looking...
720 Views
Meituan Dianping– As Good As It Gets?
Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...
460 Views