Best Inc's Maiden Quarterly Result & Q4 Guidance Disappoint, Shares -7.4%; Does Data Differentiate?
Summary: Strong Sales Growth, But Still Deep Losses, and Unexciting Q4 GuidanceOn Thursday morning before the market opening in New York, BEST Inc...
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Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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HiM International Music - Music IP Content Player with Potential to Become a Multi-Bagger
This insight was first published on Seeking Alpha by ValuePlusCatalyst on19th October. The research was a collaboration between the author and Jay...
328 Views
Alibaba Growth Surprises Continue, Supporting Recent Share Price Strength
Continuing a pattern from recent quarters, Alibaba (BABA US) results again came in ahead of expectations. This was driven by exceptional growth in...
181 Views
Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
430 Views