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
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...
664 Views
NIO Post-CBS Rally Making TSLA Valuation a Grand Bargain (Price Target =$3)
CBS 60 Minutes featuredNIO Inc (NIO US) , a Chinese electric car seller last weekend. The stock jumped 30% in the 2-days following the show being...
603 Views
Baidu (BIDU): Stagnant in 4Q18, Wrong Change Feeds a 24% User Increase to Google
Baidu posted a weak result for 4Q2018. We believe it is a wrong decision to change Baidu into an in-house search engine. Alphabet Inc Cl C (GOOG...
585 Views
Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
537 Views