Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
3.8k Views
Meituan Dianping: Time to Bail? Relax, Core Business Progressing Toward Profitability
Conference call with Meituan Dianping (3690 HK) reveals that ballooning losses from new initiatives (incl. one-off expenses) largely contributed...
426 Views
Ruhnn IPO Preview: Hard to Stay Red-Hot for Long
Ruhnn Holding Ltd (RUHN US) is an e-commerce platform which drives sales through KOLs (key opinion leaders). Ruhnn is the largest internet KOL...
391 Views
Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
667 Views
Ctrip (CTRP): Overcame Two Difficulties in Q4, But Market Over-Reacted to âGlobal No. 1â
* The recovery in 4Q2018 shows that CTRP has already survived the new law and the new competitor in 2018.* We believe EPS will grow 12% in 2019.*...
410 Views