Sea Ltd: Is Shopee Turning the Corner?
Conference call indicates that, by raising its adjusted revenue guidance, management of Sea Ltd (SE US) is more bullish. The reality check is that...
463 Views
IQIYI: Falling Further Behind Tencent Video
Comparing iQIYI Inc (IQ US) to its key competitor, Tencent Video, is increasingly possible due to regular quarterly disclosure of certain financial...
366 Views
Xiaomi IPO: Why “Honest Prices” Is Rarely Honest
Xiaomi Corp (XIAOMZ CH) 's upcoming Hong Kong IPO will be the biggest IPO since Alibaba Group Holding Ltd (BABA US) fetched $21.8 billion in New...
645 Views
Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
232 Views
Alipay, WeChat Pay, PayPal - Who Will Be the Payment Goliath of Southeast Asia? - Part 3
In the earlier part of these series, I have focused on home-grown firms Grab, Go-Jek, and SEA. In part 3, I discuss the context for featuring...
974 Views