Primer: Hello Group (MOMO US) - Aug 2026
Hello Group is a leading player in China's social networking space, but its core domestic business is in a secular decline, evidenced by...
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Pre-IPO Milian Technology - The Business Model, the Concerns and Thoughts on Valuation
Milian's "matchmaker" model drive efficient traffic monetization in loneliness economy, but future growth may slow as lower-tier market saturation...
119 Views
Our Tech Portfolio Update: Capitalizing on Domestic Opportunities Amidst Heightened US-China Tension
Huya Merger News Propels Stock Upwards; Tencent Gains Subdued from Rising US-China TensionsThe months of July and August saw a broad level rise in...
546 Views
Our Tech Portfolio Update: COVID Winners Reaping Rewards, Niu Soars 80%+
Niu Soars as Market Finally Appreciating EV Micromobility Amidst COVID; Momo Loses Ground to CompetitorsThe months of May and June saw a...
687 Views
Our Tech Portfolio Update: Maintain Overweight on Digital; Structural Trends Are Accelerating
During the month of April, we saw a broad-level recovery in asset prices on optimism of countries around the world beginning to ease lockdowns and...
546 Views