Bilibili Secondary Listing: A Big-Sum Game
Bilibili could raise up to $3 bn through a secondary listing, according to press reports. It is fairly valued at the last close and would look at...
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Xi & The Communist Party Is Not Done With Alibaba Yet
Just when you start to think that the friction between Alibaba and the Chinese government may have started settling down, the Chinese government...
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Kuaishou (1024 HK): Expanding Ad Mkt for 2020 and Anime Plan for 2021, but Needs Reasonable Price
We believe revenue will grow by 48% in 2020 and 56% in 2021. “Electricity generation plan” is coming and ad mkt is expanding. But we believe the...
273 Views
Zhihu IPO: Valuation First Look
Zhihu is pre-marketing an NYSE IPO to raise proceeds of $1 billion, according to press reports. In this note, we present our forecasts and take the...
318 Views
ECM Weekly (14th March 2021) - Coupang, Baidu, Shanghai Heartcare, Chaoju Eye Care, Linklogis, Tuya
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
357 Views