[Blue Lotus Daily - TMT Update]:700 HK/BABAUS/BIDUUS/TCOMUS/NTESUS/AAPLUS/002624 CH/259960KRX/NVDAUS
DnF Mobile's first-month revenue exceeds $270mn, Tencent's Peacekeeper Elite adds new playable modes, and Chinese Gaokao math challenge affects LLM.
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ECM Weekly (24th June 2024)-Webtoon, Guzman, Black Ses, Johor Plant, Bajaj Housing, Infratil, Mizuho
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Tianju Dihe Technology IPO: Limited Room For Multiple Expansion Despite Healthy Growth
Tianju Dihe Technology, a founder-led API services provider, is expected to price its IPO next week and I see a limited room for multiple expansion
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Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
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Black Sesame Pre-IPO - PHIP Updates - Unable to Shake off Its Loss-Making Tendencies
Black Sesame Technologies (BLACKSES HK) is looking to raise around US$300m in its upcoming Hong Kong IPO. In this note, we discuss Black Sesame’s...
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