DPC Dash Pre-IPO - The Positives - On a Rapid Expansion Spree
DPC Dash, master franchisee for Domino's Pizza in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
China Internet Weekly (21Nov2022): NetEase, Blizzard, Tencent, Meituan, Tencent Music, JD Logistics
The authorization contracts between Blizzard and NetEase will terminate. Tencent plans to distribute Meituan shares as dividend. JD Logistics...
421 Views
Hang Seng TECH Index Rebalance: Float & Capping Changes
Float and capping changes are expected to result in a one-way turnover of 2.3% leading to a one-way trade of HK$1.9bn. There is large short...
544 Views
Weimob (2013 HK): Strategic Patience Will Be Rewarded (Part 2)
Our bottom-up analysis suggests Weimob has a US$600mn revenue opportunity and could achieve US$100mn net profit by 2025 and we value the company at...
433 Views