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...
534 Views
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...
511 Views
Last Week in Event SPACE: Evergrande, CJ Corp, Altaba, Japan Drilling, Guoco
Last Week in Event SPACE ... Evergrande Real Estate Group Limited (3333 HK)'s apparent last-minute buybacks raise governance and stewardship...
464 Views
Meituan Dianping – Dianping Can Only Feed Meituan, Public Offering for Unprofitable Investments
The brand and platform, Dianping (大众点评), dominates the restaurant comment market in China. We believe Dianping is the only profitable business...
529 Views