Chinese Digital Advertising: Best (And Worst) Plays, in Anticipation of the ByteDance IPO
Based on a bottom-up aggregation of reported revenue, the Chinese digital advertising market has grown at a staggering compound annual rate of more...
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JOYY: Ignore Noise of US Ban on Chinese Social Media, Internationalization Thesis Intact
JOYY's stock price fell sharply by 6.3% when news broke of a potential ban on Chinese social media in the USA. We believe the impact of this news...
368 Views
Pop Mart IPO: Molly and Other Self-Developed IPs Fuel Strong Growth
POP MART (POP HK) , the largest and fastest-growing pop toy company in China, has filed for an IPO in the Hong Kong Stock Exchange. The company...
413 Views
Xiaomi India | On-Ground Channel Checks
In this insight, we dwell upon after-effects of the increasingly prevalent 'Anti China' sentiment in India. We look into the reasons for the...
357 Views
Kingsoft Cloud (KC:US): TikTok Ban in India – Should KC's Shareholders Worry?
Despite ByteDance (1460967D CH) being Kingsoft Cloud (KC US)’s largest customer, contributing for 30%+ of revenue, we believe the TikTok ban in...
497 Views