ENTITY
Bilibili

Bilibili (BILI US)

348
Analysis
Communication ServicesChina
Bilibili Inc. provides online entertainment services. The Company offers a platform that covers a wide array of genres and media formats, including videos, live broadcasting, mobile games, animation, and comics. Bilibili serves customers in China.
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bearishTencent Music
30 Oct 2018 08:52

Tencent Music IPO – Should You Be Wary of the Controlling Parent?

With Tencent Music (TME US)'s IPO delayed due to market and Spotify (SPOT US) weakness in our view, we have ample time to look at the bear case for...

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bearishTencent
15 Oct 2018 06:13

Tencent-Backed IPOs: Be Wary as They Often Prove to Be Disasters

Since 2017, Tencent Holdings (700 HK) has notched more tech IPO exits than any venture capital, private equity or corporate investor. In many ways,...

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bullishTencent Music
12 Oct 2018 08:18

Tencent Music Pre-IPO - Valuations Estimates - Leaving on a Jet Plane - $30bn Was Quite Stretched

Before I could publish this insight, on my way to work I just read in the FT that the IPO has been called off for now. One can't be sure when it...

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bearishTencent Music
12 Oct 2018 05:52Syndicated

Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME

 In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...

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bullishTencent Music
10 Oct 2018 17:19

Tencent Music Pre-IPO - Quick Peer Analysis - If I Was You, I'd Wanna Be Me Too - Bigger and Faster

In my previous insights, the company's performance:Tencent Music Pre-IPO Review - The Final Countdown - Growth Doesn’t Seem to Be Slowing Down, the...

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