Shift Up IPO - The Positives - All Games Have Done Well
Shift Up plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the positive aspects of the deal.
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Nvidia Up Sharply Again - Can This Last?
Nvidia's quarterly sales of $26 billion, driven by AI server demand, poses a threat to Intel and AMD, but hyperscalers may be building up...
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GAI-Related Numbers and Quotes from C1Q24 Earnings
Generative AI (GAI) is already contributing revenues in content creation (game) and ad load optimization (advertising). But the bigger pay off must...
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Zeekr IPO Trading - Not as Cheap as It Looks but Float Is Tiny
ZEEKR (ZK US), a premium EV brand by Geely, raised around US$440m in its US listing, after the deal was upsized and priced at the top. In this...
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Zeekr IPO - Missed Targets and Related Party Deals - We Would Stick to the Bottom-End
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), aims to raise around US$370m in its US listing. In this note, we look at the recent...
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