China E-Commerce as a Supermarket Play
COVID-19 is having a devastating human and economic impact across the globe. However, supermarkets and grocery delivery businesses (thanks to the...
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Stream Wars - Twitch Still King, Facebook Gaming Gaining Fast
Twitch still leads the game streaming industry by a large margin but it has been stagnant in terms of total hours watched for most of 2019. The...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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Kingsoft Cloud (金山云) Pre-IPO: Thoughts on Peers and Valuation
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK) and a leading cloud provider in China. The company has filed its prospectus...
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Facebook Gaming Mobile App - Cutting Out Google Play Store?
Facebook Inc A (FB US) Gaming was released on Android on 20th April 2020 earlier than originally planned to take advantage of the lock down that is...
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