Softbank Group: Deep Dive into Vision Fund's $10bn in Expected Valuation Losses for This Quarter
In this report, we dig into the Vision Fund portfolio to see which investments drive what looks to be a ~¥1,000bn operating loss for Q4. We have a...
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Kingsoft Cloud IPO Initiation: Silver Linings
Kingsoft Cloud (1775017D US) is the largest independent cloud service provider in China with a market share of 5.4% in terms of revenue from IaaS...
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What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
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ECM Weekly (22 Mar 2020) - ByteDance, Topsports, Budweiser, Innocare, Shanghai Henlius
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Even...
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Tencent Sounds the Horn on the Next Big Battleground: Enterprise Collaboration
Tencent identified enterprise collaboration apps as the larger structural impact of the COVID-19 outbreak, as opposed to just increased demand for...
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