Bilibili(BILI): ACG Mobile Games: Really Elusory?
Since 2015, ACG mobile game has been developing rapidly in China. With “Fate/Grand Order”（命运冠位指定）, “Onmyoji"(阴阳师), " Honkai Impact 3"(崩坏3)", “love...
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A Disturbing Trend Among Korean Investors but an Opportunity for Smartkarma & Others?
There has been a disturbing trend among many Korean investors (many of whom are retail) that is worth noting, which is the fact that there has been...
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Tencent Music IPO Preview (Part II): Initial Thoughts on Financials & Valuation
This is the part two of a series of reports on Tencent Music Entertainment's (TME) planned IPO in the US. In this report, we present our initial...
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STX IPO Preview– a One-Hit Wonder
STX, a nascent movie production company, plans to raise $500mn through a Hong Kong IPO expected in Aug. 2018. STX produced the movie Bad Moms...
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Tencent (700 HK): Tencent Music – Pre-IPO Monopolist
Tencent announced that it spun off its online music business TME (Tencent Music Entertainment) for separate listing. It is also rumored that...
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