Momo (MOMO): Paying Users Up 17%, Benefiting from Bankrupt Competitors, 80% Upside
The stock price has risen 32% after the short seller J Capital slammed it. MOMO’s paying user base of live video increased 22% yoy in 3Q18 and 17%...
394 Views
QTT Q4 Misses Revealing a Moat-Less Business; Lockup Expiration to Catalyze Selloff
The key operating matrix of Qutoutiao Inc (QTT US) deteriorated alarmingly in Q4, even with the help of Midu, a mobile literature reading app...
266 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...
664 Views
ByteDance (字节跳动) IPO: Tiktok the No.1 Short Video App for a Good Reason (Part 2)
In our first insight (link here) covering ByteDance, we discuss ByteDance's app matrix, the differentiating factors of ByteDance and the key...
1.2k Views
Chinese Ecommerce Q4 Earnings Previews: BABA (+); JD (-); BZUN (-)Related - GOOS (+)
Investors have started to show widening divergence in macro views and consequent equity strategies in 2019. Bulls believe that capital markets are...
519 Views