Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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Sensetime Placement - Seems Highly Opportunistic
SenseTime Group (20 HK) aims to raise up to US$263m via selling around 4.5% stake. In this note, we run the deal through our ECM framework.
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Webtoon Entertainment IPO - Thoughts on Valuation
Webtoon Entertainment (WBTN US) is looking to raise up to US$315m in its US IPO, down from an earlier reported float of US$500m.
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Webtoon Entertainment (WBTN US) IPO: Valuation Insights
Webtoon has launched a Nasdaq IPO to raise US$270-315m at an US$18.00 to US$21.00 price range. Our valuation analysis suggests that Webtoon is...
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Splits Amplify Stock Prices & Stoke Volatility; What Next for NVIDIA After Upsetting the Apple Cart?
Stock splits historically fuel price rise and positive returns. But not always as is evident from recent stock splits. Volatility expansion is more...
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