Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins
Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we undertake a peer comparison.
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China Consumption Weekly (27 May 2024): Xpeng, Tongcheng, Kanzhun, Gaotu, KE, Bilibili, and Weibo
In 1Q24, Xpeng, Tongcheng, Kanzhun, and Gaotu grew by 62% YoY, 50%, YoY, 43% YoY and 34% YoY. KE’s revenue decreased by 20% YoY in 1Q24 due to the...
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Baidu: Priced to Fail
In this insight, we analyse Baidu’s search query and digital advertising revenue market share trends, revenue growth outlook, margin expansion...
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GEMWeekly (24 May 2024): Chinese Cloud Providers Slash Prices; Alibaba, Baidu, Tencent, Samsung
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
201 Views
FXI Rebalance Preview: Cutoff Today; Two Changes Likely in June
There are likely to be 2 changes for the FXI in June. Today is the price cutoff so there is a possibility of names moving around. One add and one...
336 Views