Tencent (700 HK): Key Game Actually Approved, WeChat Pay Grew Strongly, 27% Upside
Players find that the approved new game, Game for Peace, is almost the same as the unapproved popular game PUBG. Therefore, we believe game...
620 Views
Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
903 Views
Babytree Group - Lock-Up Expiry Quick Take - A Motley Crew of Early Investors
Babytree Group (1761 HK) lock-up for major pre-IPO investors will expire on the 27th of May. The company has a few major shareholders that hold a...
525 Views
Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
579 Views
Mulsanne Group (GXG) IPO Preview: The Wrong Trousers
Mulsanne Group Holding Ltd (1817 HK) is a leading fashion menswear company based in China. Mulsanne’s brand portfolio comprises of two main...
517 Views