Krafton Inc (259960 KS)： PUBG's Re-Approval in India Could Bring 5% Revenue/Profit Upside
We estimate that the re-approval of PUBG Mobile in the India will contribute to a 5% increase in Krafton’s annual revenue/profit.
420 Views
Hong Kong Buybacks Weekly (May 19th): Aia, Man Wah, Yihai International
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Aia (1299 HK), Man...
417 Views
Dmall Pre-IPO - The Negatives - Path to Profitability Remains Murky and Related Party Sales an Issue
Dmall Inc (1751691D CH) is looking to raise around US$200m in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...
541 Views
[Tencent (700 HK, BUY, TP HK$433) Earnings Review]: Ads Growth Will Accelerate, Maintain BUY
We suggest that advertising presents several catalysts for Tencent, including the recovery of Ecommerce and gaming, WeChat Video Account's growth,...
387 Views
AUB Group Placement - Came as a Surprise but Strong Track Record Makes up for It
AUB Group is looking to raise up to AUD150m (US$100m) in its primary placement. In this note, we'll run the deal through our ECM framework and...
380 Views