Entertainment Plus – 60% Market Share, Margin Not a Concern
Entertainment Plus (EP, 猫眼娱乐) was originally an online movie ticket distributor, which has a market share of 61% in China. Total revenues doubled...
676 Views
Meituan Dianping IPO: Mobike’s Economics – A Deep Dive
With Meituan Dianping (3690 HK) expected to price in the upper half of its IPO price range, we take a deep dive into the economics of Mobike, its...
902 Views
Surya Citra Media (SCMA IJ) - Digital Transformation Ahead? - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta revealed a company positive on the outlook for 2H18 but also well set on a course to...
686 Views
Chinese Express Sector Q218 Results Review: Consolidation, But Is Anyone Gaining Share Profitably?
Now that all six listed Chinese express companies have reported Q218 results, we want to see which of the express companies gained Revenue share in...
423 Views
Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
552 Views