China Tech Portfolio: The Stocks We Own
In this note, we highlight our equity portfolio in China Tech today. We have invested our personal assets in all the following companies and...
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Coronavirus Casualties: China Tech's Ten Biggest Losers
Since coronavirus fears gripped markets, the majority of Chinese tech stocks have experienced sharp selloffs with travel-related names being...
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Momo: China's King of Dating Turns to Social Media in Search of Growth
On 8 January 2020, Momo, the largest online dating platform in China, launched a new short-form video app called Duiyan. The move highlights new...
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Momo (MOMO): See Recovery Signals, More than 60% Upside
The growth rate of the main business line rose for the second quarter. Paying users increased 14% YoY in 3Q19 versus 2% YoY in 2Q19. The operating...
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China Internet Weekly (25Nov19): PDD Plunged by 23% After Short Recommendation in Last Weekly
While researching Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not big...
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