China's Live Streaming: A Fab Vulnerable to Cyberspace Content Scrutiny
Momo Inc (MOMO US) stock trades on sequential growth of MAU. Without showing steady growth of MAU, stockâs valuation will come down to 10x 2018E...
204 Views
Huya IPO Valuation: Better off Buying YY's Shares
HUYA Inc (HUYA US) is a leading Chinese game live streaming platform. It announced its IPO price range of $10-12 per ADS. At the mid-point of the...
1.3k Views
Huya (čç) Live Streaming IPO: Granular Differences Between Huya and Douyu (ćéąź) (Part 2)
Following our previous note covering the fundamentals of Huya Streaming's business (link to previous note here), we would like to explore further...
1.2k Views
Douyin (ćéł): The New Challenger for YY and Momo
Douyin, a musical short video app, reached about 60 mn DAU in China, 10 mn overseas by Feb. 2018, according to our estimation We assess Douyin is...
572 Views
Sanctions and Search Warrants Matter More Than SyriaâŚ
While a clash in Syria was averted, the US and Russia are now engaged in financial warfare, with widening sanctions on Putinâs oligarch âclanâ and...
234 Views