Tencent's WeChat Is China's Dominant Mobile Gateway
Tencent (700 HK) has been our top thematic pick on the strength of its wireless platform. Recent reports from the company highlight the consistent...
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58.com Oversold on Near-Term Uncertainty. Remain Positive on Prospects.
In retrospect, our October initiation on 58.Com (WUBA US) was not well timed with the stock struggling since the government moved to tighten...
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Longs & Shorts from Sohn Sydney Conference
With all the political excitement last week, the first Sohn Sydney conference on 11th November does not appear to have received much airtime within...
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58.com, China's Online Classifieds Leader
58.Com Inc (WUBA US) is China’s leading online classified advertising platform and is backed by industry heavyweights Tencent (700 HK) directly and...
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Tencent's Multiple Platforms Deliver Key Advantages
The market seems to view Tencent Holdings Ltd (Tencent) as an online games company which also owns WeChat (the WhatsApp of China). We think this...
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