Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
537 Views
Meituan-Dianping IPO, Part 3: Sum-Of-Parts Approach Suggests US$50 Bn Valuation Quite Unrealistic
Recent media reports (see articles here and here) suggest Meituan Dianping (MEITUAN CH) will attempt to complete its listing in Hong Kong by...
1k Views
Friday Musings: Japanese Companies That Appear on a Tourist's Itinerary(Part 1)
Japan’s popularity as a tourist destination shows no signs of abating as the number of tourists that reached its shores in the Jan-July 2018 period...
596 Views
Pintec IPO Preview: Derailed by a Regulatory Quagmire
Pintec Technology Holdings L (PT US) is a leading independent technology platform enabling financial services in China as measured by loan volume...
530 Views
Meituan Dianping – Peak Value Is Estimated @ US$ 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...
505 Views