Maoyan Ent (猫眼娱乐): Thoughts on Lock-Up Expiry
Maoyan Entertainment, the dominant online movie ticketing company, was listed on Feb 4th, 2019. Lock-up restriction for its cornerstone investors...
724 Views
Indonesian Towercos: Slightly Disappointing Recent Results Do Not Derail the Positive Story
The Indonesian telecom tower market is the market that most closely resembles the super-powered US Tower market. While New Street Research has...
626 Views
Chinese Telcos Under Pressure. All Eyes on Trade Talks and 5G Capex Plans
All three Chinese operators posted disappointing revenue numbers in 1Q19. Total service revenue trends slipped, after having shown signs of...
574 Views
HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
670 Views
China Tower: Onwards and Upwards (For Now).
China Tower (788 HK) recently reported strong 1Q19 results, boosted by the adoption of IFRS16 (big positive impact to EBITDA). Revenue growth has...
771 Views