IQIYI Follow-On Offering - Might Be Expected but Its Track Record Is...
iQIYI aims to raise around US$500m via a follow-on ADS offering. While the deal might be expected, the stock's longer term track record doesn't...
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Spotify 3Q22: Another TikTok Victim?
Spotify had another murky quarter as margins continue to undershoot despite management talking about more cost discipline in this "new" cost of...
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Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
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Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
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