Sector Capsule: Video Games in China
Retail current value sales grew by 24% in 2017 to reach CNY202.1 billion. Mobile games drives the category. Tencent Games led in 2017 with a 29%...
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Xiaomi the Counter-Thesis!
As the deadline for Xiaomi Corp (1810 HK)'s bookbuilding period approaches there has been significant coverage regarding the name on Smartkarma,...
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Tencent (700 HK) ā Reform Official Accounts, Will Make Money
Tencent is reforming the homepage of WeChat Official Accounts (WOA, å¾®äæ”å ¬ä¼å·) from āmenuā to āfeedsā. 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)Ā Ā releasedĀ its 697-page global offering document this morning, and below, I've reproduced the key terms, the cornerstone...
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