NetEase Secondary Listing: Coming Home
NetEase Inc (NTES US) is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019,...
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Archosaur Games (祖龙娱乐) Pre-IPO - Short Life Cycle, Volatile Revenue, but It May Look Different Soon
Archosaur Games (ARCH HK) is looking to raise about US$200m in its upcoming Hong Kong IPO.ARCH is a mobile game developer in China with a focus on...
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Trade/Investment Ideas from 2019/20 IPOs
Since the start of 2019 till date, we have covered 96 IPOs. Despite the market turmoil over the past two months, over a third, or 40 IPOs remain...
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Leyou’s Weak Results Unlikely to Deter IDreamSky
In our previous note, we stated that iDreamsky Technology Limited (1119 HK)’s determined pursuit of Leyou Technologies (1089 HK) despite the market...
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Trade Idea Update/HK Connect Weekly: Inclusion Effective Today, XD +10%
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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