Dropbox IPO Preview (Part 1)
Dropbox Inc (DBX US) is getting ready for an IPO on the NASDAQ market sometime in March/April. This is one of the most anticipated IPOs globally...
293 Views
Tencent's Ability to Monetize in Games and Entertainment Drives Forecast (And Target Price ) Higher
We have updated our forecasts for Tencent (700 HK) which feeds through to our target price valuation which moves from $401 to $547. This is a...
226 Views
Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
428 Views
21 Things Worth Knowing (#11)
In This Issue:Tencent Snaps up another stake, China launches its super-regulator, Latin America's election bonanza, is big oil regaining its mojo,...
218 Views
Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing “post-Brexit hangover” narrative...
173 Views