China Internet Weekly (17Feb2020): Companies May Hide Profits, BABA Fee Exemption Not a Big Deal
We believe many Chinese companies will hide profits for future under the excuse of epidemic. Alibaba Group (BABA US)’s exemption of service fee...
552 Views
Autohome (ATHM): Poor Performance Due to Bad Market and Bad Decisions
Advertorials ruined the forum on ATHM and the media business. Rate card rise cannot saved the revenues of leads business. The incremental revenues...
617 Views
36Kr IPO (Part II): Cut in IPO Target, Expensive Valuation and Governance Concerns
In our previous insight on 36Kr IPO, 36Kr IPO (Part I): Revenue Outlook and Cash-Burn Remain a Concern we discussed the company’s business model,...
427 Views
PropertyGuru IPO Valuation: Guru at Frothy Valuations
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
1.2k Views
Tencent Bid for Bitauto: A Change in Strategy to Reignite Growth?
Tencent has been in a tough spot of late - outer year revenue estimates for the company have continued to fall for the past year (Source: Reuters)...
532 Views