Qihoo, Back from the Dead
The Roller-Coaster RideMy initial note on Qihoo was back in June 2015, titled "QIHU MBO - Fair Offer & Attractive spreads" (link).That was...
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Xinyi Solar: post deal call with management. Where the industry and the company are heading?
We have earlier covered Xinyi Solar's US$150m and US$70m placement for the development in solar farm and its Malaysia PV glass plant. Flat Glass,...
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Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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YY Inc. - Beaten down stock with >50% upside
YY Inc' share price dropped 35% from a high of $95 last year down to ~$62 as tech stocks across the board got hit. This pullback allows us to...
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CHINA REFORM & ADRs: Big overhaul of foreign investment rules in China. Thoughts and implications
China is proposing an overhaul of its foreign-investment rules, which some news sources are saying is "the biggest revamp of China’s rules...
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