IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/netease-inc-adr" target="_blank" data-smartkarma-citation="entities:17203:1" rel="noopener">NetEase Inc (NTES US)</a> is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019, according to App Annie. NetEase is set to kick off a secondary listing in Hong Kong to raise $2.5 billion on Monday, according to Nikkei Asian Review.</p><div class="content-highlight"><p>NetEase is benefiting in the near-term from the stay-at-home measures due to the covid-19 outbreak and in the long-term from the structural trends such as the globalisation of online games, education and music. Overall, we believe that the secondary listing will prove attractive as NetEase offers an enticing mix of sustainable medium-term growth, stable margin, solid cash generation and an undemanding valuation.</p></div>

NetEase Inc (NTES US) is the second-largest mobile game company in the world as measured by combined iOS and Google Play user spend in 2019, according to App Annie. NetEase is set to kick off a secondary listing in Hong Kong to raise $2.5 billion on Monday, according to Nikkei Asian Review.NetEase is benefiting in the near-term from the stay-at-home measures due to the covid-19 outbreak and in the long-term from the structural trends such as the globalisation of online games, education and music. Overall, we believe that the secondary listing will prove attractive as NetEase offers an enticing mix of sustainable medium-term growth, stable margin, solid cash generation and an undemanding valuation.

NetEase Inc

NetEase Secondary Listing: Coming Home