Huya Placement: Best Performing Live Streaming Stock but Beware Douyu Is Catching Up
Huya, a leading live streaming player in China, announced share placement of USD 550 million after market close on April 3rd. In this insight, we...
629 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...
409 Views
NIO Post-CBS Rally Making TSLA Valuation a Grand Bargain (Price Target =$3)
CBS 60 Minutes featuredNIO Inc (NIO US) , a Chinese electric car seller last weekend. The stock jumped 30% in the 2-days following the show being...
475 Views
ECM Weekly (16 February 2019) - ByteDance, Embassy Office REIT, AB InBev Asia, CStone, Dexin
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
660 Views
ByteDance (字节跳动) IPO: Tiktok the No.1 Short Video App for a Good Reason (Part 2)
In our first insight (link here) covering ByteDance, we discuss ByteDance's app matrix, the differentiating factors of ByteDance and the key...
942 Views