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...
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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...
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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%...
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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...
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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...
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