Valorant - Could Be Another Billion Dollar Game like League of Legends
Valorant, a free-to-play multiplayer first-person shooter (FPS) developed and published by Riot Games which is owned by Tencent Holdings (700 HK),...
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NetEase Secondary Listing - Doing a BeiGene Rather than a Baba, Risk Reward Shifting
NetEase Inc (NTES US) ADRs have risen by 8% since its launched its secondary offering on 1st Jun 2020, which I covered in NetEase Secondary...
546 Views
Double Down Interactive IPO Preview
Double Down Interactive (DDI US) is getting ready for an IPO on the NASDAQ exchange in the coming weeks. Double Down Interactive is a social...
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Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
353 Views
Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
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