China Online Education - Diversified Revenue Stream Wins Here - Balance in All Things
China online education are trading about 60% lower on average since a year ago. This was largely due to expectations that there will be tightening...
370 Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
204 Views
HutchMed Secondary Listing: HK-ADS Premium/(Discount) Views
HutchMed has launched a $603 million secondary listing on HKEx. In this note, we will look at HutchMed’s potential HK-ADS premium/(discount).
316 Views
Initial Thoughts on the Krafton IPO Valuation
Our base case valuation of Krafton is an implied market cap of 24.1 trillion won or 465,055 won per share. Given the lack of upside relative to the...
404 Views
Krafton IPO - 9 Major Risks
We discuss the 9 major risks (excluding valuation issues) for Krafton. Overall, we believe these significant risk factors could result in much...
332 Views