COVID-19 Won't Solve Weibo's Core Problems; Company Guides 1Q20 Revenue 15-20% Lower
Weibo guided 1Q20 revenue guidance 15-20% lower as businesses cut back on ad spend due to the coronavirus. While management indicated that user...
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Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
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Tencent (700 HK): Coronavirus Will Aid Strong 1H2020
The coronavirus keeps people at home. All three Tencent’s major businesses depend on users’ spare time at home. Time on site increased...
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Tencent (700 HK): Recent Censorship on WeChat, A Major Concern After Coronavirus
Many WeChat accounts were blocked for posting or reposting coronavirus-related content. We believe WeChat is the core user source of all Tencent’s...
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Tencent (700 HK): Restart Copying and Erasing Competitors
Tencent launched a new online community “Pengyou” at the beginning of December. The company also launched three online communities in November. We...
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