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...
426 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...
569 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...
458 Views
Facebook Tried to Acquire SNOW & Naver Founder Lee Hae Jin's Next Moves
It was reported in numerous press which mentioned that Facebook tried to acquire SNOW fromĀ Naver Corp (035420 KS)Ā this past summer. A few years...
389 Views
Snapchat Parent Is Preparing for an IPO in 1H17 - Impact on SNOW, Naver, & LINE
It was just reported that Snap Inc. (parent of Snapchat) is preparing for an IPO in 1H17, valuing the company at US$25 billion or more (WSJ, CNBC)....
395 Views