MOGU IPO Preview: Can Live Streaming and WeChat Save MOGU from Stagnation?
MOGU IPO target valuation was lowered to US$2 bn, down sharply from US$4 bn in April (Bloomberg). Lack of content richness, declining revenue YoY,...
616 Views
Momo (MOMO) - Short Seller Not Familiar with Live Video, 120% Upside.
We believe the stock price plunge was due to a short sellerâs manipulation. We believe the negative comment from the short seller, J Capital, was...
620 Views
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:Â 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:Â Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a âpositiveâ outcome whereby the US agrees to freeze the trade...
523 Views