Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
803 Views
Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
537 Views
Meituan Dianping IPO: Although Profitable in 2023, It Is Still Worth Purchasing the Stock
Our primary valuation of Meituan Dianping (Meituan) is US$ 156 bn. In this valuation, payable to merchant DCF reaches up to 162%, operating loss is...
652 Views
Baidu (BIDU) – Google Rumor Not a Concern, Healthy 2Q18, and 50%+ Upside
It is rumored that Google of Alphabet Inc Cl C (GOOG US) will return to China, but we believe this rumor should not be a concern to investors for...
627 Views
Meituan Dianping IPO: The "Next Big Thing"?
A close look at Meituan Dianping (MEITUAN CH) reveals that the market could value the company as the "Next Big Thing" given its dominance and...
917 Views