DouYu IPO Preview: A Second-Best Choice
Douyu International Holdings (DOYU US) is a leading game live streaming platform in China with a focus on e-sports content. It is backed by Tencent...
888 Views
Huya Offering: Everyone Else Was Doing It Excuse
Follow-on offerings by Chinese ADRs are the flavour of the day. Hot on the heels of Qutoutiao Inc (QTT US)Â and Bilibili Inc (BILI US), HUYA Inc...
887 Views
Bilibili Offering: Unnecessary and Opportunistic
On Monday, Bilibili Inc (BILI US) unveiled plans to raise around $192 million (based on the closing price of $18.95 per ADS) through a public...
786 Views
QTT Q4 Misses Revealing a Moat-Less Business; Lockup Expiration to Catalyze Selloff
The key operating matrix of Qutoutiao Inc (QTT US) Â deteriorated alarmingly in Q4, even with the help of Midu, a mobile literature reading app...
266 Views
Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
664 Views