Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
749 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...
579 Views
Tencent (700 HK): Tencent Music – Pre-IPO Monopolist
Tencent announced that it spun off its online music business TME (Tencent Music Entertainment) for separate listing. It is also rumored that...
1k Views
Pinduoduo IPO Valuation:Â Worth the Price of Admission
Walnut Street Group (1631938D US) which operates Pinduoduo (1427881D CH) announced its IPO price range of $16-19 per ADS. At the mid-point of the...
1.4k Views
Sina/Weibo Gap Continues to Widen. Recent Results Strong.
Sina (SINA US) /Â Weibo (WB US)Â 4Q17 results were solid. Weibo is a consolidated subsidiary of Sina, with Alibaba (BABA US) a strategic...
335 Views