58.com (WUBA): Top Risk - Clients Cheat Users, 18% Downside
The Beijing municipal government shut down WUBA’s rental channel in Beijing for 5 days, as the the authorities found that WUBA had illegal...
441 Views
Tencent Music Pre-IPO - Industry - Don't Cry - In 2010 a Little Red Dot Almost Overtook the Dragon
In my previous insight, Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn’t Seem to Be Slowing Down and Tencent Music Pre-IPO -...
767 Views
JD.com (JD): Time to Accumulate - Answers to Typical “Buts”
We believe JD has upside 100%+ for the year end 2018. We answer typical “buts” in the market: ---- “But Richard Liu was accused.” ---- “But JD is...
565 Views
Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
304 Views
Tencent Music (TME US) IPO: More Than Meets The (Spotif)Eye
Just 10 short months ago in December 2017, pre-IPO online music streaming giants Spotify Technology Sa (SPOT US) and Tencent Music Entertainment...
477 Views