Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
904 Views
U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
516 Views
Pinterest IPO: Time to “Pin” It
Pinterest Inc (PINS US) will be the latest Silicon Valley social media company to go public this week. Pinterest has set an IPO price range of...
755 Views
Spotify: Playbook for Online Platforms to Turn Profitable - Implications for Meituan Dianping
Our analysis of how Spotify Technology Sa (SPOT US) turned profitable in 4Q18 reveals three key ingredients: critical mass in sales, GM...
539 Views
Tencent (700:HK): (Dis) Honour of Kings
Tencent Holdings (700 HK) share price has come off recently due to the government's tightening rules on gaming to curb addiction among minors....
590 Views