China Renaissance IPO Preview: Sorry to Burst Your New Economy Bubble
China Renaissance Holdings L (1290022D CH) is a boutique investment bank and investment management firm focused on new economy companies. According...
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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...
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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...
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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...
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