Xiaomi Corporation - U.S.$100B, $80B, $50B – Stop Dreaming. We Believe Even $20 Billion Is Too Much
China is a land of many opportunities. Softbank Group Corp (ADR) and Altaba Inc (AABA US) hit a home run with Alibaba Group Holding Ltd (BABA US)....
513 Views
A Visit to Super Species - Investee of Tencent and Alibaba's Main Competitor In "New Retail"
There are two major competitors in “new retail” – Alibaba Group Holding Ltd (BABA US) vs. the Tencent Holdings Ltd (700 HK) alliance. This time,...
241 Views
Facebook: Blockchain Matters!
While Facebook’s new initiative seems to be in the right direction, it may not necessarily be foolproof or a cure-all. But it will put some level...
574 Views
VIPS Is Destined to Merge with the JD
VIPS reported C1Q18 net revenue, gross margin, non-GAAP operating profit and non-GAAP net income (2.6) %, (1.5) ppt, 25% and 1.7% vs. our...
222 Views
Reaffirming Tencent’s FVE at HKD 641 Per Share; Substantial Long-Term Monetization Intact
Wide-moat Tencent Holdings Ltd (700 HK) reported first-quarter results that beat our expectations and consensus. We think revenue in the quarter is...
174 Views