Tencent: An Update on Investees and the Implied Valuation of Consolidated Operations
In this insight, I account for the increase in fair value of Tencent’s investees, including the Kuaishou IPO, which indicates that consolidated...
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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
Kuaishou Technology Pre-IPO - Index Implications, MSCI, FTSE and HSI Indices
Kuaishou Technology is a content community and social platform that is looking to raise around US$5bn in its Hong Kong IPO. The company is backed...
415 Views
Kuaishou Technology Pre-IPO - Updated Forecasts and Valuation
Kuaishou Technology is a content community and social platform that is looking to raise around US$5bn in its Hong Kong IPO. The company is backed...
357 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