Smartkarma Originals
China Online Marketplaces: Recap of 2Q Results
The sector shows improved profitability and cashflow due to reduced marketing expenses and headcount. Yet cautious sentiment persists amidst...
1.2k Views
SK Square: Updated NAV Analysis Amid Potential Sale of 11st to Alibaba
If SK Square is able to sell its stake in 11st to Alibaba, the capital inflow from the sale could be used to raise dividends and complete more...
749 Views
DPC Dash IPO - US$400m Lockup Expiry Should Provide a Liquidity Boost
DPC Dash (1405 HK) raised around US$75m in its Hong Kong IPO in Mar 2023. Its IPO linked lockup is set to expire soon, resulting in US$400m worth...
608 Views
4Paradigm IPO - PHIP Updates, Peer Comparison & Thoughts on Valuation
4Paradigm (1764934D HK) is looking to raise up to US$144m in its Hong Kong IPO, after downsizing from an earlier reported float of US$600m.
328 Views
China TMT Update-1810.HK/AAPL/981.HK/HK700/HK1024/DOYU/BILI/IQ/BABA/VIPS/PDD/3690.HK/YSG/JD-Mate 60
Local media reports that the Mate 60 series is planned to ship 20mn units; Tencent announced its live broadcast rights holder for Asian Games;...
973 Views