Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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IQiyi (IQ): Why “Chinese Netflix” Dismissing Employees During Home Staying? A Content Angle
iQiyi lays off 10% ~ 50% employees in different departments. We believe IQ can hardly survive the epidemic even if the company can raise cash to...
536 Views
Studio Dragon Block Deal Worth 170 Billion Won
It was reported after the market close that CJ ENM (035760 KS) will sell an 8% stake (2.25 million shares) of Studio Dragon (253450 KS) in a block...
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Astro: Malaysia LockDown Beneficiary - Long Term
Astro Malaysia Holdings (ASTRO MK) share price received another beating thanks to the COVID-19 widespread that prompted the government to initiate...
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TMT Corona Virus Selloff Opportunities: Disney
We write this note as we see US futures trading down close to 5%. So...there is a good chance Disney becomes even more attractive tomorrow....
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