KE Holdings/Beike Pre-IPO - Thoughts on Valuation, Rumoured Valuation Might Be a Stretch
KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, aims to raise around...
534 Views
Tencent (700 HK): Ban on WeChat Not Significant, But Panic May Continue
We check with WeChat users in the US. There are few advertisements. We believe the ban will extend to Tencent’s games. However, we do not believe...
425 Views
KE Holdings/Beike Pre-IPO - Recent Updates, Peer Comparison
KE Holdings Inc (BEKE US) (BEKE), a company backed by Tencent Holdings (700 HK), Softbank Group (9984 JP) and Hillhouse, aims to raise around...
469 Views
Meituan (3690 HK): Paused AliPay for the Third Time, The Dilemma Can Be Top Risk After Pandemic
Meituan deleted AliPay in its apps last week, but resumed it this week. Meituan cannot leave AliPay, as AliPay is powerful in retailing. Meituan...
364 Views
Leyou – You Need to Be Tracking Warframe This Month if You Own This
We had previously expressed some scepticism about the longevity of Warframe, and thus the valuation of Leyou overall. While we have not abandoned...
376 Views