Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
412 Views
Snapchat Parent Is Preparing for an IPO in 1H17 - Impact on SNOW, Naver, & LINE
It was just reported that Snap Inc. (parent of Snapchat) is preparing for an IPO in 1H17, valuing the company at US$25 billion or more (WSJ, CNBC)....
236 Views
Can the Facebook Marketplace Take on Craigslist, EBay, OLX and Carousell?
Facebook relaunches Marketplace, a formal function which allows users to buy and sell items within the community. Over the next few days,...
487 Views
2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
219 Views
2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
206 Views