Weimob Placement - Share Price Momentum over the past Few Months Have Been Strong

Weimob (2013 HK): Strategic Patience Will Be Rewarded (Part 2)

Alibaba (BABA US) – Consolidate strength, growing new horizons

Greater China Equity Long/Short Analyst

Eric Chen

Equity Bottom-Up

<ul>
<li>Weimob's share price more than doubled in a month on encouraging 3Q preliminary data and improved sentiment towards China assets</li>
<li>We explore socio-economic factors resulting in the slow ramp up of China SaaS sector , size Weimob's TAM by drawing insights from Alibaba and determine its valuation in  two-piece report </li>
<li>In the first part, we argue that inadequate cost or efficiency competitiveness of SaaS solutions over existing labor-based or manual processes have been a key drag</li>
</ul>


Weimob's share price more than doubled in a month on encouraging 3Q preliminary data and improved sentiment towards China assets
We explore socio-economic factors resulting in the slow ramp up of China SaaS sector , size Weimob's TAM by drawing insights from Alibaba and determine its valuation in  two-piece report 
In the first part, we argue that inadequate cost or efficiency competitiveness of SaaS solutions over existing labor-based or manual processes have been a key drag


Weimob (2013 HK): Strategic Patience Will Be Rewarded

Weimob Inc.

Weimob (2013 HK): Strategic Patience Will Be Rewarded