Trade Me (TMZ NZ): A Bidding War Unlikely to Result in a Material Bump
Trade Me (TME NZ), the largest online auction platform operating in New Zealand, is caught in a bidding war between private equity bidders - Apax...
582 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Bounces | Domestic Firms | Fosun IPO, Visas, Hawaii
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
646 Views
G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
523 Views
Mogu (蘑菇街) IPO Review - Out of Fashion
Mogu (MOGU US) is looking to raise up to US$76m in its upcoming IPO. We have already covered most aspects of the company in our previous insight,...
699 Views
Mogu IPO Valuation: Dubious Catwalk Credentials
Mogu (MOGU US) is a leading fashion and lifestyle e-commerce platform in China, backed by Tencent Holdings (700 HK) which an 18% shareholder. It...
659 Views