Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lowsĀ on worries of a price war in mobile data (data prices are falling rapidly). We think...
298 Views
Sogou ęē: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated,Ā making this ripe for a short trade with excellent risk/reward.This note is a...
511 Views
Nvidia - Another Double-Digit Sales/EPS Beat for Gaming and Datacenter
SummaryDespite we are seeing a major sell-off in US semiconductor index to decline 2% overnight to 1,295 and Nvidia Corp (NVDA US) to fall 1.84%...
460 Views
Sogou IPO Preview: Do Yourself a Favour and Search for a Better IPO
Sogou Inc (SOGO US), a Chinese search engine business backed by Tencent Holdings Ltd (700 HK), is listing on the NYSE on 7 November. At the...
650 Views
Sogou ęē IPO: Old Dog, Cheap Tricks
The upcoming Sogou ęē IPO makes the companyĀ seem largerĀ than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
498 Views