Mogu IPO Valuation: Dubious Catwalk Credentials
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. It...
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MOGU IPO Preview: Fading Fads
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. Users...
351 Views
2018 China’s Singles’ Day GMV Review - First Cut
The initial results of Alibaba Group Holding (BABA US) Singles’ Day Shopping Festival which concluded at 11 am ET today came out to be largely in...
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JD.com (JD): Time to Accumulate - Answers to Typical “Buts”
We believe JD has upside 100%+ for the year end 2018. We answer typical “buts” in the market: ---- “But Richard Liu was accused.” ---- “But JD is...
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Tencent Music Entertainment IPO: The Bear Case
A close look at Tencent Music Entertainment (TME US) reveals that it is neither Spotify nor Apply Music, business-model wise, but a China...
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