Last Week in GER Research: A Dancing Tesla, Babytree, Mobvista, TuanChe and Pintec
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we recap on polarized Tesla Motors...
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Last Week in GER Research: Tencent Backed IPOs, Niu, Innovent Biologics, Babytree and Fujifilm
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight a very differentiated...
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JD.com (JD): Time to Accumulate - Answers to Typical “Buts”
We believe JD has upside 100%+ for the year end 2018. We answer typical “buts” in the market: ---- “But Richard Liu was accused.” ---- “But JD is...
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Tencent Music Entertainment IPO: The Bear Case
A close look at Tencent Music Entertainment (TME US) reveals that it is neither Spotify nor Apply Music, business-model wise, but a China...
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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...
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