The Battle of Dragons – Recent Acquisitions and Investments in China amid the Rivalry between Alibaba and Tencent

Alibaba Group Holding Ltd. (NYSE:BABA) – market cap as of 20/04/2018: $462.0bn Tencent Holdings Ltd. (HKG:0700) – market cap as of 20/04/2018: HK$3,780bn Introduction The first two weeks of April 2018 have seen a string of aggressive acquisitions and the announcement of financing rounds by companies backed by the Chinese Read more…

Our views on Twitter Share Price

In our Special Report (https://bsic.it/2013/10/19/bsic-special-report-twitter-ipo/), we analyzed Twitter’s characteristics, comparables and ratios. We valued Twitter shares at approximately 25$, really close to the final offering price (26$). After the IPO, Twitter’s share price dramatically soared to 45$, an unbelievable 72% surge: Source: Bloomberg Analysts seem to agree with our view, Read more…