Weibo (WB US) Files For Hong Kong Listing
At the time of the rumoured Offer for Weibo, Travis said he'd rather own this 10-15% lower than the current US$58.07/share price. That was...
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51job (JOB US): Shares Pop As Financing Progresses
Trading at a gross/annualised spread of 19.8%/56.3%, assuming completion at the end of 1Q22. That still looks attractive,
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51job (JOB US): Searching For Answers
Trading at a gross/annualised spread of 30.8%/88.3%, assuming completion 1Q22-end. Despite China's ongoing scrutiny of the internet industry, I've...
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Weibo (WB US): Regulatory Risks Overshadow Cheap Valuation And Recapitalization Optionality
Although Weibo (WB.US) is facing regulatory risk and growth is slow, we think valuation is attractive for its scale and monetization potential....
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What's Going On With Weibo?
Weibo was in the news as a story suggested the chairman would join with a state entity to take the company private. This was denied shortly after....
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