Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
1k Views
Douyu (斗鱼直ć’) IPO: Leader At a Cost
Douyu, a leading eSports live streaming platform in China, filed to raise up to USD 500 million via a listing in the US. In this insight, we will...
1.3k Views
Huya Placement: Best Performing Live Streaming Stock but Beware Douyu Is Catching Up
Huya, a leading live streaming player in China, announced share placement of USD 550 million after market close on April 3rd. In this insight, we...
773 Views
Alibaba (BABA): Weakest Business Line Transfers Risk to Suppliers and Cuts Headcount, 38% Upside
* Youku, the online TV subsidiary of BABA, is transforming its risk of loss to content providers. * Youku is dismissing employees. * We believe...
756 Views
Bilibili Placement: Momentum Bodes Well
Bilibili announced a USD 300 million share placement and a USD 300 million convertible note placement after market close on Monday. This is the...
724 Views