Facebook 4Q21: Trending on TikTok ‘How to Lose $200B in Market Cap’
TikTok's threat doesn’t impact the wave of monetization opportunities related to commerce, messaging, and the metaverse. FB trading at the same...
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Microsoft’s Activision Acquisition Is a Stupendous Deal
Microsoft's acquisition of Activision is a homerun by any measure: strategically, financially, and on valuation. We expect the level of synergies...
408 Views
Pony AI IPO - Autonomous Valuation
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$195m in its US IPO. In this note, we talk about the IPO...
380 Views
ZEEKR IPO Lockup - A US$1.3bn+ Lockup Expiry but Everyone Is Underwater
ZEEKR (ZK US), a premium EV brand by Geely Auto (175 HK), raised around US$440m in its US listing. Its IPO lockup will expire soon.
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Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
229 Views