China Consumption: Slow-Down Deepening?
A big question for investors at this juncture is if China (macro) consumption has slowed down and what kind of slow-down (major or mild one) it...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending November 13, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Weichai Power (000338 CH) adds to its global stable of...
502 Views
Babytree IPO Valuation: On an Alibaba Hope and Prayer
Babytree Inc (BABYTRE HK) is a leading Chinese online parenting firm which can be described as a combination of a maternity focused online forum...
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Babytree IPO - Quick Note - Still Not a Steal on 2018 Numbers, on 2019 Numbers Maybe
Babytree Inc (BABYTRE HK) plans to raise up to US$280m in its Hong Kong IPO. I covered most aspects of the deal in my earlier insights: Babytree...
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Tongcheng-ELong IPO: Our 'Two Cents' on Valuation of Tencent's Online Travel Business
This brief note will examine Tencent Holdings (700 HK)-backed Tongcheng-ELong's relatively low Monetization Rate on the transactions handled...
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