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iClick: From Ads To CRM, But Reservations Remain

December 22nd, 2018 · Comments Off on iClick: From Ads To CRM, But Reservations Remain

The company sits on an enormous asset database of 780M Chinese consumers. But in advertising, this generates low margin due to sell-side concentration. The company is leveraging the database to businesses that generate higher margins, which we applaud. However, the company also tends to be a little profligate with liberal share-based compensation and buyback when […]

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Tags: ICLK

iClick’s Valuation Seems Way Too Low To Us

October 3rd, 2018 · Comments Off on iClick’s Valuation Seems Way Too Low To Us

The company sits on a database of 750M Chinese consumers on 19 different datapoints, and a programmatic ad buying platform with AI smarts to make this work for advertisers. While the company is mostly concentrating on fast growing mobile ads, this platform can potentially be monetized in multiple ways. The shares have continued to go […]

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Tags: ICLK