E-House Pre-IPO Review - Lot of Strategic Shareholder Support but You Have to Be Ultra Bullish
E House China Holdings (2048 HK) plans to raise up to US$730m in its IPO. The amount being raised is only 25% smaller than the valuation at which...
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Xiaomi: Mediocre Debut - Trading Thoughts
Xiaomi Corp (1810 HK)'s debut yesterday was relatively underwhelming with the shares never trading above the HKD17.0 offering price and briefly...
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Altaba and Yahoo Japan - More Artful Than I Thought Possible
Eight weeks ago I wrote after Yahoo Japan Corp (4689 JP) earnings that I expected a kind of large resolution stake sale whereby Altaba Inc (AABA...
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Meituan-Dianping IPO, Part 2: Food Delivery Segment Boasts Amazing Growth & Unclear Path to Profits
textMeituan-Dianping (Meituan Dianping (MEITUAN CH), aka ‘Meituan’), an online consumer services platform with leading positions in China’s food...
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Tencent Proposes Spin-Off of Tencent Music Entertainment
Sunday evening at 6pm, the largest firm in the Emerging Markets firmament - Tencent Holdings Ltd (700 HK) - announced a Proposed Spin-Off of its...
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