Tencent Music Entertainment IPO: Read Throughs from Momo's and YY's 3Q18
Two takeaways from Momo Inc's (MOMO US) and YY Inc's ADR (YY US) 3Q18 are 1) live streaming sales growth decelerated swiftly plus subdued 4Q18...
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Obscuring the True Cost of Management (North America)
The accounting rules for equity compensation are deeply flawed. They obscure the true cost and imply there is no impact on cashflow. In reality,...
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IQIYI (IQ US): 3Q18 Results Show that the Hype Is Slowly Running Out of Steam
Since its IPO at $18.00 per ADS, iQIYI Inc (IQ US)'s shares reached a high of $46.23 to mark the peak of its hype cycle. However, the shares have...
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CyberAgent Down 18% After FY09/18 Earnings; We Are Still Bullish
Cyberagent Inc (4751 JP) reported FY09/18 financial results last Thursday (25th October). CyberAgent reported revenue of JPY420bn (+13%YoY) and OP...
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Sony and the Battle for the Living Room
Friday saw the release of the latest Assassin's Creed outing: Assassin's Creed: Odyssey. Normally, this would be of interest to fans of the...
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