IQiyi (IQ): Margin Significantly Recovered After Dismissing a Floor of Employees
The operating margin significantly recovered in 1Q19 after IQ fired a floor of employees in its headquarters. IQ will continue its layoff in its...
1.2k Views
Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
1k Views
So-Young (ć–°ć°§) IPO Review - Decent Upside from the Low-End
So-Young (SY US) is raising up to US$179m in its upcoming IPO. We have covered most aspects of the IPO in So-Young (新氧) Pre-IPO Review - Au...
825 Views
So-Young (ć–°ć°§) Pre-IPO Review - Au Naturel
So-Young (SY US) is looking to raise US$150m in its upcoming IPO. The company filed its prospectus with the SEC on Monday. The company operates...
1.6k Views
Alibaba (BABA): Weakest Business Line Transfers Risk to Suppliers and Cuts Headcount, 38% Upside
* Youku, the online TV subsidiary of BABA, is transforming its risk of loss to content providers. * Youku is dismissing employees. * We believe...
762 Views