Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
576 Views
Meitu, Inc.'s IPO Preview - Not As Pretty As What Its Apps Will Make You Look
Meitu, Inc. offers six photo-editing apps and one video and live broadcasting app, as well as sells its own branded handsets. Its apps have been...
660 Views
SNOW - Asia's Snapchat
SNOW, owned by Naver Corp (035420 KS), is Asia's version of Snapchat. SNOW is a multimedia mobile application. Naver decided to spin-off SNOW...
523 Views
Pokémon GO - A Thought Snack I: Origin Earth (Week 1)
A story.In the beginning, there was Earth. Not the one most think of when they think of 'the Earth', but a different Earth. In a story.The Earth in...
2.8k Views
LINE: Biggest Tech IPO in 2016 (Part 3)
Our base case one year target price valuation for LINE Corp is 3,676 Yen (implied market cap of 772 billion Yen or US$7.6 billion), representing...
436 Views