ANGI Homeservices (ANGI): Fixed Price Will Fix the Price II (Model, Valuation, Management).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
451 Views
ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
724 Views
Last Week on China Internet (11Nov19): Alibaba Is No. 5 in Game and Tencent Imitates Momo
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
328 Views
Tongcheng-ELong (同程艺龙) IPO Review - Smaller Player with Lower Profitability Margins
Tongcheng-Elong Holdings Ltd (780 HK) is planning to raise up to US$232m in its upcoming IPO to enhance products and services offerings, fund...
552 Views
Tongcheng-Elong IPO Valuation: An Awkwardly Timed Trip
Tongcheng-Elong Holdings Ltd (780 HK), the third largest online travel agency (OTA) in China, was formed through the merger of Tongcheng Network...
518 Views