Xiaomi Corporation – Running Harder to Stay Still
By focusing investor attention on gross profit, Xiaomi Corp's (1810 HK) Q3-18 results deftly side-stepped the YoY EBITDA decline of 14.3%. To us it...
579 Views
LG Electronics: A Turnaround Story + Extra Dividends Alpha Kicker
Both Lg Electronics (066570 KS) and LG Corp (003550 KS) shares have been rebounding nicely since the end of October. In late June 2018, Koo...
443 Views
Last Week in GER Research: Babytree, NTT, Tongcheng, IDreamSky, Fosun, Sinochem, and Mogu
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight the latest on...
644 Views
YY Inc. (NasdaqGS: YY)C3Q18 Review: Monetization Is Under Pressure
● YY reported C3Q18 top line, non-GAAP operating profit and GAAP net income 4.38%, (15.6%), (10.1%) versus our estimate. Main reason for the miss...
1.3k Views
Last Week in GER Research: Softbank, Haidilao, Tongcheng-Elong, Ctrip and 360 Finance
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we update on Softbank Group (9984...
334 Views