Bilibili IPO Preview: Myths About Generation Z
Bilibili Inc (BILI US) filed for an NYSE IPO to raise $400 million on 2 March. It is a Chinese online video platform themed around anime, manga,...
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China Newsfeeds Advertising: Catfish Agitates the Sector
●In our view, China’s newsfeeds online advertising sector will be generally driven up by Toutiao’s aggressive expansion in 2018. Altogether, we...
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Weibo (WB) – Recent Censorship Not A Concern, Will Grow Strongly
This week, China government frequently deletes posts and accounts in Weibo (WB) in order to eliminate comments on extended state presidential...
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Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) / Weibo (WB US) 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
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Alibaba Group Holdings Limited (NYSE: BABA) C4Q17: Time to Look for the Next Driver
● BABA reported top line, non-GAAP operating profit and GAAP net income (3.4)%, (18)% and (12%) below our estimates. Main reason for the fall seems...
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