Kakaku.com Inc.: A Deep-Dive View
Kakaku.com Inc. has impressed us as a rare species compared to many other Japanese companies and is probably the most investable publicly-traded...
556 Views
Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
696 Views
Iqiyi (IQ US): Compelling Asymmetrical Payoff
Despite disappointed topline for 3Q, "iconic" turnaround put IQ on firmer footing for the long term. Current valuation offers compelling...
651 Views
Weekly Stock Bullfinder - Week of 11/21
One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.
405 Views
Weimob (2013 HK): Strategic Patience Will Be Rewarded
We explore deep-rooted causes for the slow ramp-up of China SaaS sector, size Weimob's market opportunity by drawing insights gained from Alibaba,...
550 Views