CMGE Tech (中手游) Pre-IPO Review - Unfortunate Timing
China Mobile Games Adr (CMGE US) plans to raise US$300m in its upcoming Hong Kong IPO. CMGE is an intellectual-property (IP) oriented mobile game...
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Momo (MOMO) - Short Seller Not Familiar with Live Video, 120% Upside.
We believe the stock price plunge was due to a short seller’s manipulation. We believe the negative comment from the short seller, J Capital, was...
483 Views
Tencent Music（TME）: We Think It Is Worth USD 28.3 Bn --(1)
Facing a high-level user scale, we expect Tencent Music's future user scale to encounter growth bottlenecks. According to our estimation, the total...
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Tencent Music Entertainment Group – Back in the Groove with an Unjustified Valuation Multiple
The proposed IPO of Tencent Music Entertainment (TME US) although highly anticipated is no slam dunk for investors. China's online social...
660 Views
ECM Weekly (1 December 2018) - Softbank Corp, Tencent Music, Cansino, Wuxi Apptec, Fosun Tourism
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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