DouYu IPO Preview: A Second-Best Choice
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. It is backed by Tencent...
843 Views
Huya Offering: Everyone Else Was Doing It Excuse
Follow-on offerings by Chinese ADRs are the flavour of the day. Hot on the heels of Qutoutiao Inc (QTT US) and Bilibili Inc (BILI US), HUYA Inc...
834 Views
Bilibili Offering: Unnecessary and Opportunistic
On Monday, Bilibili Inc (BILI US) unveiled plans to raise around $192 million (based on the closing price of $18.95 per ADS) through a public...
729 Views
Momo (MOMO): Paying Users Up 17%, Benefiting from Bankrupt Competitors, 80% Upside
The stock price has risen 32% after the short seller J Capital slammed it. MOMO’s paying user base of live video increased 22% yoy in 3Q18 and 17%...
351 Views
QTT Q4 Misses Revealing a Moat-Less Business; Lockup Expiration to Catalyze Selloff
The key operating matrix of Qutoutiao Inc (QTT US) deteriorated alarmingly in Q4, even with the help of Midu, a mobile literature reading app...
231 Views