Tencent Proposes Spin-Off of Tencent Music Entertainment
Sunday evening at 6pm, the largest firm in the Emerging Markets firmament - Tencent Holdings Ltd (700 HK) - announced a Proposed Spin-Off of its...
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Tesla Inc. – Musk Wins the Showdown – Onwards and Upwards to Shanghai, Europe and Mars
In ANTYA’s view, the worst is behind Tesla Motors Inc (TSLA US). A barrage of criticism in the media failed to dislodge current management at the...
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IQIYI: Is There A (Clear) Path to Profitability?
Management conference call reveals that iQIYI Inc (IQ US) sees itself as "Netflix Plus". Our penetration rate analysis suggests that subs could...
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Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
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Spotify Maiden 1Q Results – an Over-Reaction or Grand-Expectation?
Summary: Spotify shares closed down c6% and pared losses after a strong run-up ahead to its maiden 1Q results post IPO. We believe expectations...
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