ByteDance (ĺ—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...
1.4k 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...
564 Views
Tencent Music: Short Idea on Consumption Slowdown Angle
Tencent Music Entertainment (TME US)'s social entertainment services (discretionary consumption in nature) face more headwinds due to ongoing...
821 Views
Tencent Music (TME): Both Live Video and Music Fairly Valued, No Action
We believe that TME is fairly valued based on peer companies’ price / sales ratios. The Chinese internet peer companies as comparison bases in...
826 Views
Momo (MOMO) - Short Seller Not Familiar with Live Video, 120% Upside.
We believe the stock price plunge was due to a short seller’s manipulation. We believe the negative comment from the short seller, J Capital, was...
648 Views