Smartkarma: ECM Coverage Weekly Update (2 June 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. The highlight of...
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Tencent (700 HK) – Investment Gains Not Sustainable, Reached Our Target, Upgrade to HOLD
The stock price has touched and is close to our last target. Upgrade to HOLD. All “BAT” have spent significantly on investee companies, but...
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IQIYI: Falling Further Behind Tencent Video
Comparing iQIYI Inc (IQ US) to its key competitor, Tencent Video, is increasingly possible due to regular quarterly disclosure of certain financial...
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IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
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Smartkarma: ECM Coverage Weekly Update (12 May 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. IPOs Bank BRISyariah...
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