Tencent Music IPO – Should You Be Wary of the Controlling Parent?
With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...
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Last Week in GER Research: A Dancing Tesla, Babytree, Mobvista, TuanChe and Pintec
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we recap on polarized Tesla Motors...
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Last Week in GER Research: Tencent Backed IPOs, Niu, Innovent Biologics, Babytree and Fujifilm
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week we highlight a very differentiated...
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Tencent-Backed IPOs: Be Wary as They Often Prove to Be Disasters
Since 2017, Tencent Holdings (700 HK) has notched more tech IPO exits than any venture capital, private equity or corporate investor. In many ways,...
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Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME
In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...
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