Smartkarma Originals
China Online Marketplaces: Recap of 2Q Results
The sector shows improved profitability and cashflow due to reduced marketing expenses and headcount. Yet cautious sentiment persists amidst...
1.2k Views
DPC Dash IPO - US$400m Lockup Expiry Should Provide a Liquidity Boost
DPC Dash (1405 HK) raised around US$75m in its Hong Kong IPO in Mar 2023. Its IPO linked lockup is set to expire soon, resulting in US$400m worth...
607 Views
4Paradigm IPO - PHIP Updates, Peer Comparison & Thoughts on Valuation
4Paradigm (1764934D HK) is looking to raise up to US$144m in its Hong Kong IPO, after downsizing from an earlier reported float of US$600m.
328 Views
China TMT Update-AAPL/JD/BEKE-Pre-Registrations for IPhone 15 Slightly Lower than IPhone 14
Property sales remain lukewarm in August; Local media survey indicate China home purchase willingness increased in September;AAPL/JD: JD pre...
975 Views
China TMT Update-1810.HK/AAPL/981.HK/HK700/HK1024/DOYU/BILI/IQ/BABA/VIPS/PDD/3690.HK/YSG/JD-Mate 60
Local media reports that the Mate 60 series is planned to ship 20mn units; Tencent announced its live broadcast rights holder for Asian Games;...
973 Views