GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Huya – If Douyu Is Being Taken Private Huya Should Be Too
Tencent is reportedly considering taking Douyu private. While the news is positive for Douyu we would prefer to look one connection away at the...
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So-Young's Low-Balled Proposal
How the regulator assesses such a deal, and the timing thereon, is indeterminate. But So-Young is very beaten up. Buying around here is probably...
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Cloud Village (NetEase Music) IPO: Valuation Insights
Cloud Village has launched its IPO to raise $400 million at the IPO mid-point. Our valuation analysis suggests that the IPO price is unattractive....
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Bilibili: Mobile Games Resumes Growth; Losses Widening in 3Q Is in Line with Peers
Bilibili's operating losses widened during 3Q2021. We have observed that Huya's profit margins declined during the quarter while Douyu's paying...
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