Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn't Seem to Be Slowing Down
Tencent Music Entertainment (TME US) (TME) plans to raise around US$1bn via its ADS offering. The deal has been much talked about for the better...
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Tencent (700 HK): Dominant Viewpoint Misunderstands Reorganization
We do not believe that Tencent will change their focus to corporate services from individual user services as the dominant viewpoint describes. We...
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Alibaba (BABA US): A Generalist's Guide
Who doesn't love a good old-fashioned rags to riches story? The place was Hangzhou, the capital of Zhejiang province in eastern China. The man was...
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Vivendi: 50%Trade Sale of Universal Music Will Receive Strong Interest; 17/2/2022 Is Coming Closer
Exactly one year ago I wrote an insight on the coming IPO of Universal Music Group (UMG) which is 100% controlled by French media conglomerate...
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Last Week in GER Research: Haidilao, Popflops, Bitmain, Shandong Gold, Niu and China Renaissance
Below is a recap of the key IPO research produced by the Global Equity Research team. This week we highlight 25% potential downside at Haidilao as...
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