SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
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Tencent Music Pre-IPO - Quick Peer Analysis - If I Was You, I'd Wanna Be Me Too - Bigger and Faster
In my previous insights, the company's performance:Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn’t Seem to Be Slowing Down, the...
659 Views
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