TENCENT WeChat - Finally a Competitor?? The Name Is Bullet Messenger – So Far No Threat
Very surprising to see a competitor to WeChat. 2mn + downloads of the app vs WeChat 1bn+ Only adding some minor communication features. Interested...
473 Views
Qutoutiao IPO Valuation: Updated Disclosure Poses More Questions than It Answers
Qutoutiao Inc (QTT US) announced its IPO price range of $7-9 per ADS. At the mid-point of the IPO price range, Qutoutiao will raise net proceeds of...
536 Views
Qutoutia IPO - Engagement Picking Up but Questions over Sustainability Remain
Qutoutiao Inc (QTT US) aims to raise up to US$144m in its US IPO. The deal size seems to have been slightly cut back, QTT has sourced an additional...
481 Views
Chinese Ecommerce Hybrid JD Accelerates Spending and Reduces Earnings Visibility
Jd.Com Inc (Adr) (JD US) CEO Richard Liu was arrested last Friday in Minnesota for alleged sexual misconduct and was released after one night in...
705 Views
Tencent New Lows and Buy Strategy with Macro Hurdles
Tencent Holdings (700 HK) was downgraded at 380 and again at 352 and after being short Tencent from the 380 level (with a wiggle at 353) we view...
407 Views