Sea Ltd: A Surprise Winner in Cut-Throat E-Commerce Battle?
A big takeaway from our conversations with Indo e-commerce industry sources is that they vouch for Shopee's (Sea Ltd's (SE US) e-commerce arm) MS...
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Maoyan Entertainment IPO: The Trouble with Blockbusters
Maoyan Entertainment, formerly Entertainment Plus (EPLUS HK), is the largest online movie ticketing service provider in China. According to press...
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Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering...
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SoftBank Corp (9434 JP) & Arteria Networks (4423 JP): A Tale of Two IPOs
During the second half of December 2018, Japan saw two telecom companies list on the Tokyo Stock Exchange: Softbank Corp (9434 JP) and ARTERIA...
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China’s Rude Awakening - Review of Our Best and Worst Calls in 2018+Top Trade Ideas Q1 2019
Our calls had great successes this year starting off calling out a fraudulent US holding company boasting of “world class” AI development in...
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