ECM Weekly (3rd Sep 2023) - Doosan, VNG, Tuhu, Integral, ARM, Zomato, APM, Auckland Int, Daiwa REIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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VNG IPO: Scaling Up
Apart from games which account for a majority, VNG's other businesses are in early stages of monetisation. VNG's businesses show strong potential...
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VNG Pre-IPO - The Negatives - Vietnam’s Mini-Tencent
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about the not-so...
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VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent
Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...
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Vietnam's MoMo: A Venture Capital Investment With Private Equity Return?
Take rate is the most critical factor that determines the return MoMo could bring to investors. The key to defending its take rate amid intense...
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