QTT Q4 Misses Revealing a Moat-Less Business; Lockup Expiration to Catalyze Selloff
The key operating matrix of Qutoutiao Inc (QTT US) Â deteriorated alarmingly in Q4, even with the help of Midu, a mobile literature reading app...
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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...
749 Views
Tencent-Backed IPOs: Back in Vogue but Positive Returns Remain Far from a Sure Thing
Tencent Holdings (700 HK)-backed IPOs are back in vogue with four listing shortly– Mogu (MOGU US), iDreamsky Technology Limited (1119 HK), Tencent...
834 Views
Tencent Music IPO - Don't Stop Me Now - 9M18 Updates, Outlook and Price Limits
Tencent Music Entertainment (TME US)Â is looking to raise up to US$1.2bn selling a mix of primary and secondary shares. The implied valuation is in...
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Tencent Music Pre-IPO Updates - Welcome to the Jungle - Rumoured Asking Valuations More Reasonable
Recent media reports indicate that Tencent Music Entertainment (TME US) could look to list as soon as Dec 12, with a final call on the possible...
1.3k Views