VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
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China TMT Update-PDD/BILI/BEKE-Grizzly's Short Report/Suspends Download For "Pretty Derby"
PDD - Our thoughts of Grizzly's short report on PDD/BILI: Bilibili suspends download access for "Pretty Derby" (-) /Four major banks in China will...
436 Views
VNG Pre-IPO - Local Peers Comparison
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about local...
427 Views
China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV
Huawei Mate 60 supply chain order volume may have reached 15-17mn units; Shining! Umamusume: Pretty Derby" is experiencing a sharp decline; MIIT...
471 Views
China TMT Update-Zlab/BILI/Tencent/NetEase-The Latest Batch of Game Code/Umamusume: Pretty Derby
Novecure's TTF Phase III trial failed to reach end point, negative for ZLAB;"Shining! Umamusume: Pretty Derby" launched by Bilibili on August 29;...
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