Maoyan Entertainment: Tencent Collaboration Is a Temporary Reprieve
Maoyan Entertainment (1896 HK) is the largest online movie ticketing service provider in China. Since Tuesday, Maoyan shares rallied around 20% on...
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Alibaba (BABA): Thorough Explanation of June Re-Organization
On June 18, BABA sent an internal mail to all employees and announced another step of “organizational upgrading”. We believe the re-organization...
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Maoyan Entertainment (猫眼娱乐) Post-IPO: The CNY Box Office Catalyst Hasn't Materialized
We mentioned in our previous note prior to the listing of Maoyan Entertainment on Feb 4th that Chinese New Year (CNY) Box office from the two...
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Maoyan Entertainment (猫眼娱乐) IPO: Lackluster Demand but CNY Blockbusters Could Be a Catalyst
Maoyan Entertainment was priced at HKD 14.8/share and will start trading today. We summarize the latest information with updates on our valuation...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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