VNG Pre-IPO - Local Peers Comparison
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about local...
419 Views
China TMT Update- 1810.HK/AAPL/BILI/LI/XPEV/NIO/BYD/TSLA/Leap-Huawei Mate 60/Pretty Derby/9mn NEV
Huawei Mate 60 supply chain order volume may have reached 15-17mn units; Shining! Umamusume: Pretty Derby" is experiencing a sharp decline; MIIT...
461 Views
China TMT Update-Zlab/BILI/Tencent/NetEase-The Latest Batch of Game Code/Umamusume: Pretty Derby
Novecure's TTF Phase III trial failed to reach end point, negative for ZLAB;"Shining! Umamusume: Pretty Derby" launched by Bilibili on August 29;...
465 Views
VNG Pre-IPO - The Negatives - Vietnam’s Mini-Tencent
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about the not-so...
476 Views
VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent
Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...
375 Views