Tencent Music Entertainment IPO: The Bear Case
A close look at Tencent Music Entertainment (TME US) reveals that it is neither Spotify nor Apply Music, business-model wise, but a China...
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Tongcheng-Elong IPO Preview: When Unequals Try to Merge as Equals
Tongcheng-Elong Holdings Ltd (1629482D CH) is the third largest online travel agency (OTA) in China as measured by gross merchandise value (GMV)....
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Cross-Border E-Commerce in China: Updates and Whos' Who
Cross-border E-commerce ("CBEC") is a sector that has grown tremendously over the past few years with the help of the internet, the emergence of...
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Last Week in GER Research: Tencent Music Vs. Spotify, Ganfeng Lithium, Meituan, Weidai, and Innovent
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight why we think Tencent Music...
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ECM Weekly (6 October 2018) - Tencent Music, Aston Martin, Osotspa, China Renaissance
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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