XD Inc IPO: Likely Volatility in Revenue and Earnings but Too Cheap to Move On
XD Inc is a leading gaming company in China with a portfolio of 42 online games and 12 premium games. The company was one of the first Chinese...
471 Views
China Internet Weekly (2Dec19): Our Interpretation of AMZN’s Store on PDD
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
316 Views
NetEase (NTES): Cost Pressure Behind Scandal of Employee Dismissal, Downgrade to Hold
NetEase fired a diseased employee without paying the severance compensation according to the Labor Law. We believe the unwise decision was due to...
459 Views
China Internet Weekly (25Nov19): PDD Plunged by 23% After Short Recommendation in Last Weekly
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
346 Views
Tencent Music (TME): Risks Lower Growth for Both Business Lines, 21% Downside
Lower ARPPU is the key negative point for the main business line, social entertainment. The monopolistic position on music copyright is a...
382 Views