Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

<p>In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, <a href="https://www.smartkarma.com/profiles/shawn-yang-0668bbf2-2f7c-4383-83ed-5389f1dd9587" target="_blank" data-smartkarma-citation="accounts:44897" rel="noopener">Shawn Yang</a> as he shares more about his top picks in the Chinese internet space. He'll be touching on major players in the industry, the latest trends, and business opportunities of these major players.</p>
<h3>The webinar will be hosted on Wednesday, 15 February 2023, 17:00 SGT/HKT.</h3>
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<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=88313741487" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p>Shawn has extensive experience in internet industry and investment banking and his research findings were published in well-known websites and media outlets. Shawn mainly covers China internet sector; he joined Blue Lotus in October 2015. Shawn has been frequently interviewed by various financial medias like CCTV, Bloomberg, WSJ and CNBC. Prior to joining Blue Lotus, Mr. Yang served as the director of strategy for CMGE, a mobile game company, and was responsible for strategic research and investor relations. Mr. Yang also worked for HSBC Asset Management and Goldman Sachs. Mr. Yang graduated from Tsinghua University with a bachelor’s degree and received his master’s degree from the Hong Kong University of Science and Technology.</p>

In the next installment of our Webinar Wednesdays, we go live with Smartkarma Insight Provider, Shawn Yang as he shares more about his top picks in the Chinese internet space. He'll be touching on major players in the industry, the latest trends, and business opportunities of these major players.
The webinar will be hosted on Wednesday, 15 February 2023, 17:00 SGT/HKT.















Register for the Webinar here















Shawn has extensive experience in internet industry and investment banking and his research findings were published in well-known websites and media outlets. Shawn mainly covers China internet sector; he joined Blue Lotus in October 2015. Shawn has been frequently interviewed by various financial medias like CCTV, Bloomberg, WSJ and CNBC. Prior to joining Blue Lotus, Mr. Yang served as the director of strategy for CMGE, a mobile game company, and was responsible for strategic research and investor relations. Mr. Yang also worked for HSBC Asset Management and Goldman Sachs. Mr. Yang graduated from Tsinghua University with a bachelor’s degree and received his master’s degree from the Hong Kong University of Science and Technology.

Smartkarma Webinar | Top China Internet Picks

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hesai-group" target="_blank" data-smartkarma-citation="entities:36743:1" rel="noopener">Hesai Group (HSAI US)</a> (HSAI) raised around US$190m in its US IPO.</li>
<li>HSAI is a manufacturer of three-dimensional light detection and ranging (Lidar) solutions. It has shipped over 103,000 Lidar units from 2017 to the end of 2022.</li>
<li>We have looked at the company’s past performance and valuations. In this note, we will talk about the trading updates.</li>
</ul>



Hesai Group (HSAI US) (HSAI) raised around US$190m in its US IPO.
HSAI is a manufacturer of three-dimensional light detection and ranging (Lidar) solutions. It has shipped over 103,000 Lidar units from 2017 to the end of 2022.
We have looked at the company’s past performance and valuations. In this note, we will talk about the trading updates.


Hesai Group IPO Trading - Managed to Break the Drought

APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IndiaFirst Life Insurance / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/indiafirst-life-insurance-co" target="_blank" data-smartkarma-citation="entities:36532:1" rel="noopener">IndiaFirst Life Insurance (1083896D IN)</a> is looking to raise about US$250m in its upcoming India IPO. </li>
<li>IndiaFirst Life Insurance (IFLI) is a private life insurer in India with a product portfolio of retail and group products, ranging across different segments. </li>
<li>Its GWP and AUM have grown over the track record period. However, bottomline growth has on the other hand, declined further. </li>
</ul>



IndiaFirst Life Insurance (1083896D IN) is looking to raise about US$250m in its upcoming India IPO. 
IndiaFirst Life Insurance (IFLI) is a private life insurer in India with a product portfolio of retail and group products, ranging across different segments. 
Its GWP and AUM have grown over the track record period. However, bottomline growth has on the other hand, declined further. 


IndiaFirst Life Insurance Pre-IPO - Hardly Stands Out as One of the Smallest Players

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<ul>
<li>UBTech Robotics is trying to complete its IPO in Hong Kong in the coming weeks. UBTech Robotics is a leading artificial intelligence based robotics company headquartered in China.</li>
<li>UBTech Robotics received very fat valuations in the past couple of years. Back in January 2021, it was reported that the company's valuation reached as high as $7 billion.</li>
<li>In China's smart education robot based solution market, UBTech Robotics is the number one player. </li>
</ul>


UBTech Robotics is trying to complete its IPO in Hong Kong in the coming weeks. UBTech Robotics is a leading artificial intelligence based robotics company headquartered in China.
UBTech Robotics received very fat valuations in the past couple of years. Back in January 2021, it was reported that the company's valuation reached as high as $7 billion.
In China's smart education robot based solution market, UBTech Robotics is the number one player. 


Clarence Chu

New Ruipeng Pet Group / Equity Capital Markets

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<li>
<a href="https://www.smartkarma.com/entities/new-ruipeng-pet-group-inc" target="_blank" data-smartkarma-citation="entities:36735:1" rel="noopener">New Ruipeng Pet Group (RPET US)</a> is looking to raise at least US$100m in its upcoming US IPO.</li>
<li>New Ruipeng Pet Group (Ruipeng) is a pet services platform, primarily offering pet care services, supply chain services and local services, covering the entire lifecycle of pets. </li>
<li>In our previous notes, we have looked at the company’s past performance. In this note, we undertake a peer comparison.</li>
</ul>



New Ruipeng Pet Group (RPET US) is looking to raise at least US$100m in its upcoming US IPO.
New Ruipeng Pet Group (Ruipeng) is a pet services platform, primarily offering pet care services, supply chain services and local services, covering the entire lifecycle of pets. 
In our previous notes, we have looked at the company’s past performance. In this note, we undertake a peer comparison.


New Ruipeng Pet Group Pre-IPO Peer Comparison - Largest Domestic Player, but Smallest Margins

China

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

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Tencent (700 HK)

Smartkarma Webinar | Top China Internet Picks

In this webinar, we speak to Insight Provider Shawn Yang who share with us his top picks in the Chinese internet space, the latest trends, and...

Smartkarma Research

Hesai Group IPO Trading - Managed to Break the Drought

Hesai Group (HSAI US) raised around US$190m in its US IPO. We have looked at the company's performance in our previous note, in this note we will...

Sumeet Singh

IndiaFirst Life Insurance Pre-IPO - Hardly Stands Out as One of the Smallest Players

IndiaFirst Life Insurance (1083896D IN) is looking to raise about US$250m in its upcoming India IPO. Its GWP and AUM have grown over the track...

Ethan Aw

UBTech Robotics IPO Preview

UBTech Robotics is trying to complete its IPO in Hong Kong in the coming weeks. UBTech Robotics is a leading artificial intelligence based robotics...

Douglas Kim

New Ruipeng Pet Group Pre-IPO Peer Comparison - Largest Domestic Player, but Smallest Margins

New Ruipeng Pet Group (RPET US) is looking to raise at least US$100m in its upcoming US IPO. In this note, we undertake a peer comparison.

Clarence Chu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)