IQIYI: Falling Further Behind Tencent Video
Comparing iQIYI Inc (IQ US) to its key competitor, Tencent Video, is increasingly possible due to regular quarterly disclosure of certain financial...
444 Views
IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
338 Views
Smartkarma: ECM Coverage Weekly Update (12 May 2018)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. IPOs Bank BRISyariah...
328 Views
Social Ecommerce Pindoudou: Disruptive Digital Phenomenon in China’s E-Commerce
We believe that PDD and its social e-commerce model poses material headwinds to the growth of other major ecommerce players, albeit to different...
674 Views
China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny
Momo Inc (MOMO US) stock trades on sequential growth of MAU. Without showing steady growth of MAU, stock’s valuation will come down to 10x 2018E...
256 Views