Global Emerging Markets Weekly: 12 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
328 Views
Baidu Secondary Listing: Searching for the Next Big Thing
Baidu could raise up to $5 bn through a secondary listing, according to press reports. In combination with the upside to our SoTP valuation, we...
517 Views
Bilibili (BILI): Business Breakout, An Story of What BILI Was and Will Be
BILI encourages users to upload videos different from game live broadcasting and anime. There are two reasons that BILI has to. The financing and...
511 Views
TME Secondary Listing: Monetisation Efforts in Social Entertainment Should Boost Top Line Growth
This is the First of a series of reports on Tencent Music Entertainment (TME), where we will be deep diving into the company’s business model, its...
546 Views
Smartkarma Originals
ESports – Entering the Third Innings
In this Smartkarma Original we examine the state of eSports in Asia, examining differences with traditional sports and the games, teams and...
951 Views