Sea Ltd IPO Review - A Pure Exposure to SE Asia's E-Commerce & Gaming Despite Stiff Competition
Sea Ltd (SE US) is looking to raise approximately US$1bn from its upcoming IPO. Proceeds raised will be used for user acquisition, content...
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Vivendi: Coming IPO of Universal Music Group (UMG) Gives Best Exposure to Growth in Streaming Music
Vivendi SA (VIV FP) is the French conglomerate led by billionaire Vincent Bollore Bollore has been invested in Vivendi since 2012 and is...
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Sizing up Baidu (And Alibaba), Part 1 of 2
In this Part 1 of a two-part series, I size up Baidu by market cap and market share, and get dragged into sizing up Alibaba as well. Baidu's market...
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Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK)Â and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
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58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.
58.Com Adr (WUBA US) recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our...
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