Tencent's Ability to Monetize in Games and Entertainment Drives Forecast (And Target Price ) Higher
We have updated our forecasts for Tencent (700 HK) which feeds through to our target price valuation which moves from $401 to $547. ThisĀ is a...
369 Views
Sogou ęē: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated,Ā making this ripe for a short trade with excellent risk/reward.This note is a...
500 Views
21 Things Worth Knowing (#11)
In This Issue:Tencent Snaps up another stake, China launches its super-regulator, Latin America's election bonanza, is big oil regaining its mojo,...
325 Views
Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance,Ā WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing āpost-Brexit hangoverā narrative...
236 Views
Best Inc IPO, Part 2 of 2: Valuation Versus Chinese Express Peers
Chinese express, trucking, and logistics companyĀ Best Inc., which counts Alibaba Group Holding Ltd (BABA US) as its largest investor, filed its...
403 Views