COVID-19 Won't Solve Weibo's Core Problems; Company Guides 1Q20 Revenue 15-20% Lower
Weibo guided 1Q20 revenue guidance 15-20% lower as businesses cut back on ad spend due to the coronavirus. While management indicated that user...
336 Views
Smartkarma Originals
China ADRs Secondary Listing Deep-Dive: Yin and Yang
Ever since Alibaba successfully completed its secondary listing in Hong Kong in Nov 2019, markets have been abuzz with news of other companies that...
898 Views
Tencent (700 HK): Coronavirus Will Aid Strong 1H2020
The coronavirus keeps people at home. All three Tencent’s major businesses depend on users’ spare time at home. Time on site increased...
404 Views
Tencent (700 HK): Recent Censorship on WeChat, A Major Concern After Coronavirus
Many WeChat accounts were blocked for posting or reposting coronavirus-related content. We believe WeChat is the core user source of all Tencent’s...
374 Views
Tencent (700 HK): Restart Copying and Erasing Competitors
Tencent launched a new online community “Pengyou” at the beginning of December. The company also launched three online communities in November. We...
475 Views