Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
417 Views
Tencent Music Entertainment IPO: Read Throughs from Momo's and YY's 3Q18
Two takeaways from Momo Inc's (MOMO US) and YY Inc's ADR (YY US) 3Q18 are 1) live streaming sales growth decelerated swiftly plus subdued 4Q18...
520 Views
G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
439 Views
Mogu (蘑菇街) IPO Review - Out of Fashion
Mogu (MOGU US) is looking to raise up to US$76m in its upcoming IPO. We have already covered most aspects of the company in our previous insight,...
585 Views
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...
552 Views