HUYA and DouYu Combined Is More Than Just A Monopoly

HUYA Inc.’s (NYSE: HUYA) merger with DouYu International Holdings Limited (NASDAQ: DOYU) is the kind of aggressive strategic maneuvering that makes investors go for Chinese ADRs in the first place. The combination will create a live game streaming behemoth with dominant market share, almost monopolistic if I’m allowed to use that word, with a major strategic advantage over peers, leadership in technology, and better access to top streamers, right set of ingredients to ward off any emerging threats from the likes of Kuaishou. Financially, the combined company will have some…

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Spinoff Jump Offers Perfect Opportunity To Exit Both Dell And VMware

Dell Inc (Nasdaq: DELL) is planning to spinoff VMware Inc (Nasdaq: VMW) as a separate company. We believe that will serve as a perfect catalyst to get out from both VMware and Dell, as the market once again raises hope for meaningful value creation from the company that has long been overshadowed by Dell’s holding structure, a structure that is complicated and looks more like an Asian conglomerate than a growing western technology company. What’s the rumored deal? Financial engineering of old tech club The rumored deal is just another…

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