SCMA - Trading Places - On the Ground in J-Town
A meeting with Surya Citra Media Pt Tbk (SCMA IJ) in rainy Jakarta late last week revealed a brighter picture ahead, with its audience share taking...
298 Views
Naspers & Prosus Sell off on JET Acquisition, Discounts Oversold Lifting Buyback Accretion
Naspers and Prosus sold off sharply on the news of the JET acquisition yesterday morning. Both discounts widened, following a notable recovery...
580 Views
The State-Owned and Baidu Backed Online Grocer that Loses Lots of Money
We believe COFCO Womai Ltd (1556961D HK)Â may run out of money over the next 1.5-2 years. Womai, a leading online grocery chain in China, plans to...
312 Views
Xiaomi IPO Preview: $50 Billion Valuation Is a Leap of Faith
Xiaomi is a Chinese firm best known for making feature-laden but affordable smartphones. Valued at around $46 billion in a late 2014 fundraising,...
729 Views
Global Equities:Â China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
189 Views