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...
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Want to Know Facebook & Snapchat's Next Big Move? Look Closely At China
E-commerce sales went through the roof in China during the mid-year 618 shopping festival. Underpinning this tremendous growth was the usage of...
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ByteDance: TikTok Ban in India Casts a Shadow on IPO
The government of India on Monday (29th June 2020) announced that it was banning 59 mostly Chinese mobile apps including ByteDance’s TikTok and...
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Softbank Group: Vision Fund Layoffs but ByteDance Looks Good
News reports indicate Softbank may lay off up to 10% of Vision Fund staff. This should not be surprising: last week, Softbank said that there would...
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Why Near Term Headwinds Don’t Matter: FMCG E-Comm Footholds to Thrive Post-COVID
We believe Alibaba is well-positioned to thrive in a post-COVID world as decade-long structural trends have been brought forward by years. The...
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