Our Tech Portfolio Update: Holding Up Better Than Relevant Indices So Far
Since we published our initial China tech portfolio piece, markets have collapsed as the COVID-19 outbreak evolved into a global pandemic.It...
313 Views
China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
354 Views
Tencent Music Entertainment (TME): Chinese Version of Spotify Shows Strong Growth Prospects
Tencent Music Entertainment (TME), a subsidiary of Tencent Holdings is China’s largest music streaming services holding a market share of over 70%...
374 Views
DouYu Vs Huya: 2Q Share Price Reaction Presents an Opportunity
Douyu International Holdings (DOYU US) and HUYA Inc (HUYA US)’s 2Q19 results, which were released yesterday has resulted in diametrically opposite...
545 Views
Douyu (斗鱼直播) - Post-IPO Trading: Prefer Douyu to Huya at This Discount
Douyu International Holdings (DOYU US) , a major e-sports live streaming company in China, raised USD 775 million at USD 11.50/share. In our...
643 Views