BabyTree IPO: When the Bough Breaks, the Cradle Will Fall
Allen Wang resigned as Google's Chief Marketing Officer of Asia to start Babytree in 2007. A year later in 2008, 54,000 babies were hospitalized in...
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Tencent Music IPO – Should You Be Wary of the Controlling Parent?
With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...
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Business Happenings in the Americas that May Be “Below the Radar” - Week Ending October 28, 2018
Highlights of significant happenings this past week include: Feeding the Dragon - Johnson Electric (179 HK), Wuhan Iron & Steel Co Ltd A...
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Last Week in GER Research: A Dancing Tesla, Babytree, Mobvista, TuanChe and Pintec
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we recap on polarized Tesla Motors...
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FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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