Alibaba (BABA) F2Q19 Preview: Profitability Below Our Estimates
● Our channel check suggested Taobao recommendation feed progress to bebelow our expectation, suggesting it will be the low margin HEMA, Elemeand...
457 Views
Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME
In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...
854 Views
SoftBank (9984 JP) - A Valuation Framework And Preparation for the Domestic Telco IPO in December
In the spirit of October and Halloween, looking at a sum-of-the-parts for Softbank Group (9984 JP) is kind of like piecing together Frankenstein -...
1.4k Views
Tencent Music Pre-IPO - Quick Peer Analysis - If I Was You, I'd Wanna Be Me Too - Bigger and Faster
In my previous insights, the company's performance:Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn’t Seem to Be Slowing Down, the...
798 Views
58.com (WUBA): Top Risk - Clients Cheat Users, 18% Downside
The Beijing municipal government shut down WUBA’s rental channel in Beijing for 5 days, as the the authorities found that WUBA had illegal...
546 Views