58.com Inc. (NYSE: WUBA): Regulatory Pressure Has Long Term Implications
ā—¸ We notice that Anjukeā€™s Oct.-Nov. traffic declined. We attribute this decline to the tightening of registration requirement in various cities,...
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58.com (WUBA): Promising Main Business, But But New Businesses Squeezed Margins, Upgrade to HOLD
* The main business of online marketing grew strongly by 40% YoY in 3Q18. * The expansion to small cities squeezed margins. * The Companyā€™s P/E is...
620 Views
Tubatu Group Pre-IPO - Online -> Online + Offline -> Online -> ?
Tubatu (1245588D CH) plans to raise around US$200m in its Hong Kong IPO, as per media reports. The company counts Matrix Partners, Sequoia and...
972 Views
58.com (WUBA): Top Risk - Clients Cheat Users, 18% Downside
The Beijing municipal government shut down WUBAā€™s rental channel in Beijing for 5 days, as the the authorities found that WUBA had illegal...
590 Views
Wise Talent (Liepin) IPO Review - Profitability Can Be Improved Easily
Wise Talent Information Tech (6100 HK) is looking to raise US$400m in its upcoming IPO. Proceeds will be used to enhance companyā€™s R&D...
603 Views