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...
428 Views
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
3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
233 Views