Tencent/Netease: Both Zeroed in March Game Approval
China's game approval process shows higher levels than in 2023, with an accelerated pace resembling pre-tightening, but major companies like...
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Sichuan Baicha Baidao Pre-IPO - Thoughts on Valuation
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. We have looked at the past performance in our...
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Sichuan Baicha Baidao Pre-IPO - PHIP Updates - Store Additions Driving Growth as SSSG Lags
Sichuan Baicha Baidao Industrial (SBBI) is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the PHIP updates.
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Sichuan Baicha Baidao Pre-IPO - The Negatives - Growth Is Unsustainable
The company has filed its PHIP and is pre-marketing this week. We will look at the updates from its recent filings in our next note.
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Tencent/Netease: Approval Rotation to Netease in Feb
China's game approval process is picking up pace, with more games approved in February compared to monthly average last year, we also observed...
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