Huya Offering: Everyone Else Was Doing It Excuse
Follow-on offerings by Chinese ADRs are the flavour of the day. Hot on the heels of Qutoutiao Inc (QTT US) and Bilibili Inc (BILI US), HUYA Inc...
723 Views
Bilibili Offering: Unnecessary and Opportunistic
On Monday, Bilibili Inc (BILI US) unveiled plans to raise around $192 million (based on the closing price of $18.95 per ADS) through a public...
630 Views
Momo (MOMO): Paying Users Up 17%, Benefiting from Bankrupt Competitors, 80% Upside
The stock price has risen 32% after the short seller J Capital slammed it. MOMO’s paying user base of live video increased 22% yoy in 3Q18 and 17%...
259 Views
QTT Q4 Misses Revealing a Moat-Less Business; Lockup Expiration to Catalyze Selloff
The key operating matrix of Qutoutiao Inc (QTT US) deteriorated alarmingly in Q4, even with the help of Midu, a mobile literature reading app...
166 Views
Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
406 Views