Meituan Dianping – Peak Value Is Estimated @ US$ 7.50/Share
Meituan Dianping (MEITUAN CH) is coming to the market at a difficult time. A slowing Chinese economy, a weaker currency and the threat of an...
403 Views
NXP Semiconductors NV: Ignore the Noise, Go for It - Only Two More Days Left
News headlines, President Trump’s tweets, rhetoric from China’s bureaucracy, and jittery investors have contributed to NXP Semiconductors NV (NXPI...
581 Views
Xiaomi Corporation–Will Holders of Vested Options and RSUs Hold On? Billions Here or There Do Add Up
In our opinion, Xiaomi Corp's (1810 HK) current valuation is disconnected from its fundamentals. Given regulatory setbacks in China, and a deluge...
449 Views
Xiaomi Inc. – IPO Priced at the Bottom of Range – 50% Downside Forthcoming
According to various media reports, Xiaomi Corp (1810 HK) has successfully priced its IPO for HK$ 17/share, at the low-end of its proposed pricing...
557 Views
Xiaomi Inc. – Where Is the Transparency? Updated Equity Value Estimate of US$1/Share
Our updated sum-of-the-parts equity valuation, based on 22.4 billion post-IPO shares outstanding, including the approximate proceeds to the Company...
351 Views