Tencent (700 HK) – Reform Official Accounts, Will Make Money
Tencent is reforming the homepage of WeChat Official Accounts (WOA, 微信公众号) from “menu” to “feeds”. We believe Tencent wants to add advertisements...
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Cango IPO Preview: Baffling Strategic Choices
Cango Inc/KY (CANG US) is a leading automotive transaction service platform in China backed by Warburg Pincus (an 18.2% shareholder), Didi Chuxing...
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Xiaomi the Ecosystem!
Xiaomi Corp (1810 HK) released its 697-page global offering document this morning, and below, I've reproduced the key terms, the cornerstone...
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Last Week in Event SPACE: FamilyMart, CDRs, SK Telecom, APN, Gateway, Rusal
Last Week in Event SPACE ... FamilyMart UNY Holdings Co Ltd (8028 JP) will be squeezy until something changes with the index construction Where...
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Xiaomi IPO Valuation: A Rough Guide to Cutting the Valuation
Xiaomi Corp (1810 HK) has finally kicked off bookbuilding for its Hong Kong IPO. At the mid-point of the IPO price range of HK$17-$22 per share,...
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