Quam Securities Research

Quam Securities

Equity Bottom-Up

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<h2>Weimob</h2>
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<h3>Commerce SaaS leader within WeChat ecosystem</h3>
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<p>Conference call takeaway</p>
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<p>We profile Weimob, one of China’s leading providers of commerce SaaS and targeted marketing services provider whose shares rallied by 252% YTD on the back of an accelerated shift to e-commerce. Our key takeaways following our recent discussion with Weimob’s IR team regarding its outlook and growth drivers include: 1) the strategic shift to focus on larger merchants will likely drive ARPU and revenue…</p>
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China

Weimob Inc. provides targetedmarketing services. The Company offers product display, orderintake and payment processing, customer relationship management, and social media marketing services. Weimob provides services in China.