Tencent/Netease: Zeroed for Two Rounds of Game Approval
We analyzed the latest game approval issued by NPPA. We note that both Tencent and Netease have not received approval in both September and July...
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Zhihu (ZH US/2390 HK): Negative EV Play Launches a Share Buyback at HK$9.11/US$3.50
Zhihu aims to return 19% of cash not subject to PRC government control, below Douyu’s comparable return of 34%. Expect more cash-rich US-China...
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ECM Weekly (3rd Sep 2023) - Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Last Week In Event SPACE: Vingroup/VinFast, Prosus/Naspers, STAR CM
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Robosense IPO Lock-Up Expiry - US$2.8bn Lockup Expiry for 99% of the Stock, CCASS Movement
The pre-IPO shareholders came out of lockup today, leading to a 67% drop in the share price with an accompanying spike in volumes.
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