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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Farfetch IPO: Tough Enough in Luxury E-Commerce to Fend Off Encroachment by E-Commerce Giants?
On August 20th, London-based luxury e-commerce platform Farfetch (FTCH US) filed an F-1 statement, indicating its plan to list shares in the US. On...
405 Views
Chinese Ecommerce Hybrid JD Accelerates Spending and Reduces Earnings Visibility
Jd.Com Inc (Adr) (JD US) CEO Richard Liu was arrested last Friday in Minnesota for alleged sexual misconduct and was released after one night in...
711 Views
111 Inc. (1药网) IPO Review - Key Operating Metrics of B2C Segment Has Been Declining
111 Inc (YI US) is looking to raise up to about US$150m in its upcoming IPO. Proceeds from IPO will be mainly used for research and development and...
347 Views
Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
649 Views