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...
542 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....
596 Views
Meituan Dianping IPO Valuation: Would Investors Buy Into Reasonable P/S Multiple?
Based on IPO price range of HK$60-72/share, Meituan Dianping (MEITUAN CH) is reasonably valued on P/S multiple (but not on EV/EBITDA multiple)...
541 Views
Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara
Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...
386 Views
Meituan Dianping IPO: The "Next Big Thing"?
A close look at Meituan Dianping (MEITUAN CH) reveals that the market could value the company as the "Next Big Thing" given its dominance and...
778 Views