Nexon Sale: Key Questions at This Point & Most Realistic Answers
This post discusses the key questions on Nexon sale at this point. It then provides the most realistic answers to these questions from various...
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Huya Offering: Everyone Else Was Doing It Excuse
Follow-on offerings by Chinese ADRs are the flavour of the day. Hot on the heels of Qutoutiao Inc (QTT US) and Bilibili Inc (BILI US), HUYA Inc...
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StubWorld: Naspers' Restructuring Update
This week in StubWorld ... Naspers Ltd (NPN SJ)'s discount to NAV narrows as it teases out more information on spinning-off and separately...
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Naspers: Addressing the Discount (Again). New Moves to Realize Value Are Having an Impact
Naspers (NPN SJ) recently announced another attempt to reduce the holdco discount which has remained stubbornly high despite previous attempts by...
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Bilibili Offering: Unnecessary and Opportunistic
On Monday, Bilibili Inc (BILI US) unveiled plans to raise around $192 million (based on the closing price of $18.95 per ADS) through a public...
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