Meituan Dianping IPO: The "Next Big Thing"?
A close look at Meituan Dianping (MEITUAN CH) reveals that the market could value the company as the "Next Big Thing" given its dominance and...
922 Views
SoftAltabaYahooBank: Artful Complication with Clarity
Yesterday morning saw announcements from Yahoo Japan Corp (4689 JP) and Softbank Group Corp (9984 JP) which provided more clarity to the Artful...
718 Views
E-House Pre-IPO Review - Lot of Strategic Shareholder Support but You Have to Be Ultra Bullish
E House China Holdings (2048 HK) plans to raise up to US$730m in its IPO. The amount being raised is only 25% smaller than the valuation at which...
548 Views
Xiaomi: Mediocre Debut - Trading Thoughts
Xiaomi Corp (1810 HK)'s debut yesterday was relatively underwhelming with the shares never trading above the HKD17.0 offering price and briefly...
435 Views
Altaba and Yahoo Japan - More Artful Than I Thought Possible
Eight weeks ago I wrote after Yahoo Japan Corp (4689 JP) earnings that I expected a kind of large resolution stake sale whereby Altaba Inc (AABA...
727 Views