Inke IPO Valuation: Cheap for a Reason
Inke Inc (3700 HK) is a Chinese live streaming platform which operates the Inke app. At the mid-point of the IPO price range of HK$3.85-$5 per...
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Q2 Top Long and Short Ideas: GOOS, BZUN, Macau Gaming, JD, and MOMO
Top Long - Canada Goose Holdings Inc (GOOS US): Long thesis is GOOS’ global under-penetration and margin expansion as the business goes from...
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M17 Entertainment IPO Preview: Stream It from the Sidelines
M17 Entertainment Ltd (YQ US) filed for an NYSE IPO to raise $115 million on 11 May. It is a leading live streaming platform in Developed Asia...
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Huya IPO: 1Q Maiden Profit, Valuation Remains Unpalatable
HUYA Inc (HUYA US) released certain 1Q18 financial data ahead of its IPO. Unsurprisingly, the released data is positive notably as Huya reported...
339 Views
China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny
Momo Inc (MOMO US) stock trades on sequential growth of MAU. Without showing steady growth of MAU, stock’s valuation will come down to 10x 2018E...
139 Views