External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>NetDragon's stock is priced at 11.0 HKD with 531 million shares and a market cap of 5,870 HKD</li><li>Company completed a reverse merger listing for its education business, causing some complications, but gaming business is seen as a hidden gem with growth potential</li><li>NetDragon, operated by the Liu family, has a history of successful business incubation and has returned around 50% of its market capitalization to shareholders in the past three years</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

NetDragon's stock is priced at 11.0 HKD with 531 million shares and a market cap of 5,870 HKDCompany completed a reverse merger listing for its education business, causing some complications, but gaming business is seen as a hidden gem with growth potentialNetDragon, operated by the Liu family, has a history of successful business incubation and has returned around 50% of its market capitalization to shareholders in the past three yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Netdragon (777 HK) - Tuesday, Apr 9, 2024

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 21st.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for BOC, CNOOC, CCB, BYD, Zijin Mining.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 21st.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for BOC, CNOOC, CCB, BYD, Zijin Mining.


Hong Kong Connect Flows (Jun 21st): BOC, CNOOC, CCB, BYD, Zijin Mining

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/shift-up-corp" target="_blank" data-smartkarma-citation="entities:36232:1" rel="noopener">Shift Up (462870 KS)</a> plans to raise up to US$320m in its upcoming South Korean IPO.</li>
<li>Shift Up is a South Korean games developer, which as released three games so far for the global markets.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO.
Shift Up is a South Korean games developer, which as released three games so far for the global markets.
In this note, we talk about the not-so-positive aspects of the deal.


Shift Up IPO - The Negatives - Changing Monetisation Model, Censorship Issues

<ul>
<li>Shift Up plans to raise up to US$320m in its upcoming South Korean IPO.</li>
<li>Shift Up is a South Korean games developer, which as released three games so far for the global markets.</li>
<li>In this note, we talk about the positive aspects of the deal.</li>
</ul>


Shift Up plans to raise up to US$320m in its upcoming South Korean IPO.
Shift Up is a South Korean games developer, which as released three games so far for the global markets.
In this note, we talk about the positive aspects of the deal.


Shift Up IPO - The Positives - All Games Have Done Well

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 15th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight Hong Kong Conncect flows for Meituan and Tencent.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 15th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight Hong Kong Conncect flows for Meituan and Tencent.


Hong Kong Connect Flows (Dec 15th): Meituan, Tencent

Hong Kong

Inspur International Limited, through its subsidiaries, distributes, sources, and resells IT (Information Technology) products in Hong Kong, China, and overseas markets.

Founder Holdings Limited, through its subsidiaries, develops software and provides systems integration services.  The Company also distributes computer products and invests in real estate.

Feiyu Technology International Co Ltd is a video-game developer. The Company is primarily focused on the development and operation of mobile games.

SUNeVision Holdings Limited, through its subsidiaries, operates Internet services centers and Information Technology (IT) facilities.  The Company also designs and installs SMATV, structural cabling and security systems as well as provides system development, solutions, and management services.  In addition, Sunevision invests in properties.

AGTech Holdings Ltd. provides professional lottery services in China. The Company offers game content and software, hardware and terminals, and online and mobile lottery systems.

Azeus Systems Holdings Limited is an information technology services provider, focusing on software development and system implementation services.  The Company also provides maintenance and support services and operates business process outsourcing.

GET Holdings Limited, through its subsidiaries, provides system solutions to assist its customers in defining their online business strategies. The Company also develop customized e-commerce systems and integrate web applications and platform services.

Hi Sun Technology (China) Limited provides business and technology consulting services and solutions.  The Company delivers a range of specialized services and solutions to its banking, insurance, securities, telecommunications, and utilities clients.  In addition, Hi Sun, through its subsidiaries, provides consulting and information technology outsourcing services and payment solution.

CWT International Limited operates as a holding company. The Company through its subsidiaries engages in digital network operation, Hi-Tech value added services, and energy-saving products manufacturing and services.

Sing Lee Software Group Limited, through its subsidiaries, develops and provides information and network technologies and services to the financial industry in China.

Beijing SuperMap Software Co., Ltd. develops and sells GIS (Geographic Information System) softwares.  The Company also provides system support services for GIS softwares.

Beijing SuperMap Software Co., Ltd. (300036 CH)

Objective Corporation Limited manufactures knowledge management application software.  The Company's products allow users to access and manage word processing documents, spreadsheets, web page content and e-mails.  Objective also develops branded software which provides template-based conversion of documents to HTML.

Shenzhen Infogem Technologies Co., Ltd. provides digital software and technical support to banks. The Company provides bank seal recognition system, computer's software and hardware, and bank account management system.

Shenzhen InfoGem Technologies (300085 CH)

AurionPro Solutions Limited provides software solutions and offshore information technology outsourcing services to banking, financial services, and technology companies.

Toyou Feiji Electronics Company Limited researches, develops and applies data storage and protection, disaster recovery and related technologies. The Company's main products include disk storage systems, storage management softwares, data storage solutions, and technical services.

Qiming Information Technology Co., Ltd. develops, manufactures, sells and supports software products. The company's main software products are used in auto industry management, manufacturing and individual auto drivers.

Beijing Orient National Communication Science & Technology Company Limited develops and sells enterprise business system solution and provides related technical services. The Company's main product is data management software.

Beijing VRV Software Corporation Limited develops, manufactures and sells information security software products, and provides technical services. The Company's main products include terminal security management products, data security management products, and security management platforms.

Digimarc Corporation provides digital watermarking technologies that allow imperceptible digital code to be embedded in printed or digital versions of visual content.  Content includes movies, photographic or artistic images, and valuable documents such as financial instruments, passports, and tickets.

Insyde Software Corp. provides notebook basic input output system (BIOS), IA (Internet Appliance) BIOS, personal computer (PC) card software, and device drivers.

NetDragon Websoft, Inc. develops online internet games. The Company offers tracks player behaviour and purchasing patterns to design games that cater to their customers' tastes. NetDragon Websoft operates worldwide.

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Netdragon Websoft (777 HK)

Netdragon (777 HK) - Tuesday, Apr 9, 2024

NetDragon, operated by the Liu family, has a history of successful business incubation and has returned around 50% of its market capitalization to...

Value Investors Club

Hong Kong Connect Flows (Jun 21st): BOC, CNOOC, CCB, BYD, Zijin Mining

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for BOC, CNOOC, CCB, BYD, Zijin Mining.

Ke Yan, CFA, FRM

Shift Up IPO - The Negatives - Changing Monetisation Model, Censorship Issues

Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the not-so-positive aspects of the...

Sumeet Singh

Shift Up IPO - The Positives - All Games Have Done Well

Shift Up plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we talk about the positive aspects of the deal.

Sumeet Singh

Hong Kong Connect Flows (Dec 15th): Meituan, Tencent

We analyzed southbound Hong Kong connect flows in the past week and highlight weekly Hong Kong connect flows for Meituan and Tencent.

Ke Yan, CFA, FRM

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52-week Range

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