Cloud Village (NetEase Music) IPO - Cornered Deal but Offers Limited Upside
Cloud Village, also known as NetEase Music, plans to raise around US$450m in its Hong Kong IPO. In this note, we run the deal through our ECM...
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Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Bullish Outlook Intact; Mining For Gold
Our outlook is now bullish as we saw the breakouts we needed in the Russell 2000 (IWM) and Industrials (XLI). We continue to believe we have...
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Netflix 3Q21: Saved By Squid Game
Over the course of the past year we have gone from being short Netflix to long Netflix...and now we return to the sidelines. We need greater...
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The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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