WeChat Just Got a Major Upgrade; Highlights Tencent's 3-Prong Attack Into E-Commerce
WeChat just got a major upgrade with the launch of its new Mini Program feature called "WeStore". The new feature allows enterprises and small...
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Comparing the China Bulls: 2020 Vs 2015
In the presentation we analyze the similarities and differences between what is happening in Chinese stock market and what happened five years ago,...
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Pinduoduo: Profit Outlook Does Not Justify the Current Valuation
The recent rally in the share price puts Pinduoduo (PDD US)’s valuation multiples on par with Alibaba Group (BABA US)’s multiples during the...
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Tencent – Afterpay Model Validated By Apple and Google
*Material Developments At Afterpay: Afterpay Touch (APT.AU) confirmed some material developments: a) Apple Pay (AAPL.US) will be used online and in...
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"Delisting Deceitful Chinese Companies Act" (Update): Purgatory, Subtexts, and Laughing to the Bank
Several weeks ago, I published an Insight titled "Delisting Deceitful Chinese Companies Act" Not a Slam Dunk and Has More Bark Than Bite if It...
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