IQIYI Valuation: Netflix of China Seems Overvalued; No Growth Without Sacrificing Profits
This is the second of a series of reports on the Chinese streaming platform iQiyi where we will be discussing the company’s valuation.
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Tencent Holdings – Slap On The Wrist For Now
TENCENT HOLDINGS: SAMR fined Tencent's subsidiary CNY 500,000 for failing to gain certain acquisition or buyout approvals. The fine is small but...
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IQiyi Placement - An Ex-Growth Netflix - Needs a Deep Deep Discount
iQiyi aims to raise around US$1.7bn from a CB and primary follow-on offering. The ADS offering is expected to raise around US$900m, with the...
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Alibaba (BABA): This Online Antitrust Wave, A Risk, But Not A Massacre
The State Administration for Market Regulation (SAMR) started to investigate many internet companies for monopoly. We believe the movement is...
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Huya – Increasingly Our Preferred Pick Vs. Douyu Given the Threat of the Merger Collapsing
We have consistently said that proper analysis of the financials pointed to Huya's business being noticeably more sustainable than that of Douyu....
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