Chinese Tech Demystified – China Online Education ($COE)
Episode 7 of Chinese Tech Demystified series covers the bull case for China Online Education (COE). This is a $558 million small cap that operates an online platform for teaching English in China. The company has carved a niche category leadership position fo
Chinese Tech Demystified – Episode 6 – OneConnect ($OCFT)
Episode 6 of Chinese Tech Demystified series covers the bull case for well established $8 billion fintech from China. OCFT provides technology-as-a-service platform for financial institutions enabling them to conduct services for end users including digital ba
Chinese Tech Demystified – Bilibili ($BILI)
Episode 5 of Chinese Tech Demystified series covers the bull case for BILI. Why it’s not completely accurate to label Bilibili as China’s YouTube. A detailed look at the company’s early “Buddhist” years, plus defining moments. Steps the company has b
Chinese Tech Demystified – Dada Nexus $DADA
Long term bullish case for Dada Nexus, which provides last-mile delivery service mostly in tier-3 cities in China with a strong partnership with JD. The presentation walks through the background of company, the growth rate and projections, the risks associated
Chinese Tech Demystified – Youdao $DAO
$DAO is a high growth distance learning online platform in China that is making significant progress in under penetrated markets of rural areas and going after big competitive threats from $TAL and $EDU. End markets are big and there is room for multiple playe
Chinese Tech Demystified – Huya ($HUYA)
Second episode of Chinese Tech Demystified with discussion on Huya. What does the company do, how it carries the commanding market share of digital video game streaming, what do financials look like, and lastly future growth prospects with rising user base. &n