DouYu IPO: Valuation Sensible up to a Point
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. It announced its IPO...
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Alibaba (BABA): A Visit to New Business Hema-Mini – Successful Change
This year, Hema created many new business models in order to solve the problem of profitability. We believe Hema-mini is the best version of these...
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Alibaba (BABA): A Visit to Hema’s New Business “Pick’n Go” – A Careless Variation
BABA’s physical store unit, Hema, tried many new business models this year. This note is about the most recently opened breakfast bar, “Pick’n...
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HSCEI Dividends - Back to the Futures?
Dividend futures give investors exposure to a specific cash flow stream of a company, unlike stocks where investors are exposed to a continuous...
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G-20/Tech War/Consumption/Carrefour Quits/Bonds
China News That Matters Big in Japan Huawei on stage as digital iron curtain falls Milk not Merc: cautious consumers disappoint Just not worth it...
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