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...
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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...
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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,...
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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...
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Best Inc IPO, Part 2 of 2: Valuation Versus Chinese Express Peers
Chinese express, trucking, and logistics company Best Inc., which counts Alibaba Group Holding Ltd (BABA US) as its largest investor, filed its...
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