NetEase Secondary Listing: Capital Allocation and Balance Sheet Efficiency Views
NetEase Inc (NTES US) is looking to raise $2.6 billion through a Hong Kong secondary listing, which could rise to $3 billion if an overallotment...
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NetEase Secondary Listing - Doing a BeiGene Rather than a Baba, Risk Reward Shifting
NetEase Inc (NTES US) ADRs have risen by 8% since its launched its secondary offering on 1st Jun 2020, which I covered in NetEase Secondary...
557 Views
NetEase Hints that Youdao Might Come Home Too
While we were working on our IPO note on NetEase Inc (NTES US) secondary listing on the Hong Kong Stock Exchange, one thing which caught our eye...
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NetEase Secondary Listing: HK-ADS Premium/(Discount) Views
NetEase Inc (NTES US) has launched a $2.6 billion secondary listing in Hong Kong. This raise would be Hong Kong's biggest stock offering of the...
423 Views
NetEase – Micro-Quantamentals Point to Margin Compression
As NetEase prepares to list in Hong Kong we examine the company’s financials to dig into the prospects for revenue growth and margin expansion....
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