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...
844 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...
803 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...
749 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...
660 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...
670 Views