China Internet Weekly (20Feb2020): More Physical Stores Moving Online, Logistics Recovering
On one hand, there is too much information on media. Some news looks related to a listed company, but does not move the needle. On the other hand,...
317 Views
China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
326 Views
Autohome (ATHM): Poor Performance Due to Bad Market and Bad Decisions
Advertorials ruined the forum on ATHM and the media business. Rate card rise cannot saved the revenues of leads business. The incremental revenues...
448 Views
36Kr IPO (Part II): Cut in IPO Target, Expensive Valuation and Governance Concerns
In our previous insight on 36Kr IPO, 36Kr IPO (Part I): Revenue Outlook and Cash-Burn Remain a Concern we discussed the company’s business model,...
314 Views
PropertyGuru IPO Valuation: Guru at Frothy Valuations
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
730 Views