Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Kuaishou (1024 HK): Denied Office Politics Behind CEO Change, But It’s a Good Change Anyway
One boss is better than two and the new CEO, Mr. Cheng, is a better choice. The former CEO Mr. Su's wife was removed from game business and Mr....
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Baidu-JOYY: Blocking YY Live Acquisition Is More Problematic for JOYY
Baidu’s acquisition of JOYY's YY Live is unlikely to be approved by the country’s antitrust regulators and we think the deal falling apart is more...
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AUKUS/ CPTPP/ Crackdowns/ CCP/ TMSR-LF1
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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