TMT Weekly 4/9/2021: Be Long Online Advertising for Earnings
Online Advertising and eCommerce is still buoyed by secular tailwinds despite the fears on tough pandemic driven comps. We prefer Amazon, Facebook,...
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Zhihu IPO: Valuation Insights
At the mid-point of the $9.50-11.50 IPO price range, Zhihu's net proceeds inc. the concurrent private placement is $801.3 million. Our valuation...
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Facebook 4Q20: Trying to Take a Bite Out of the Apple
Facebook printed a extremely strong quarter and commentary regarding potential overhangs from Apple and tough comps is just Facebook talking down...
231 Views
Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
466 Views
Facebook: Apple Threat Fact or Fiction?
Facebook has been complaining publicly the past two weeks about how Apple's impending privacy restrictions will hurt small businesses. We doubt it...
309 Views