China Internet: Valuations Reasonable Vs Global Peers Given Growth Opportunities
Chinese internet stocks have made strong moves this year with relatively few pauses. Despite these strong share price, Kirk Boodry sees room for...
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China Internet: Strong Trends in Online Entertainment Show Tencent's Dominance.
China’s online entertainment market continues to evolve. There is a greater focus on complex mobile game play whilst the introduction of innovative...
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Hardly a Grand TOUR: Short Tuniu On Slowing Growth, Chinese Tour Bans, & Equity Dilution Risks
Chinese package tour specialist Tuniu Corp Spon Adr (TOUR US) saw the pace of its reported Total Revenue growth decline in 2016, from an incredible...
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Qudian (NYSE: QD) IPO: Payday Loan Company Shadowed by Ant Financial
As the management started the IPO roadshow last week in Asia and this coming week in US & Europe, we believe that, similar to ZhongAn Online...
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The Week That Was in NorthAsia@Smartkarma: Asatsu, IQOS, JDI, & Subaru
Below is the full list of Japan/Korea related reports published last week on Smartkarma.Asatsu DK took the world by stormThis is arguably the most...
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