2025 High Conviction: Newborn Town (9911.HK) – Deep Value - China’s Global Social Apps Expansion
Newborn Town offers opportunity to capitalize on China-to-overseas growth with a diverse portfolio of social networking apps, at deep value on PEG...
488 Views
Webtoon Entertainment IPO Trading - Not Cheap Given the Lack of Growth
Webtoon Entertainment (WBTN US) raised around US$315m in its US IPO, after pricing the deal at the top of the range at US$21/share.
378 Views
Quick Ideas #8
Chinese stocks feel like loaded springs to me now. I have played this so far by buying DADA at $1.50 (I think I posted it at $1.67 ish) and closed...
387 Views
Atour Lifestyle Holdings Placement - Coming Back for Round Two This Year
Legend Capital (LC), one of the principal shareholders of Atour Lifestyle Holdings (ATAT US) , is looking to raise around US$124m through a...
496 Views
[Blue Lotus Daily]: BABA/JD/PDD/BILI/Tencent 700.HK/Kuaishou 1024.HK/DOYU/HUYA
The article discusses the recent updates on parcel volume data for the Double 11 Festival, Meituan's new AI companion mobile app, and the missing...
363 Views