Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
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Tencent/Netease: One Game Approval for Tencent in June
We analyzed game approval by Chinese NPPA. Of the companies that we are tracking, Tencent received one approval while iDreamSky also received one...
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Shift Up IPO - Refiling and Other Updates, Not Ranked at the Top Anymore
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. In this note, we talk about the refiling and other updates.
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Tencent/Netease: Major Names Get Zeroed in May, Smells of Common Prosperity?
​China approves May batch of games at a higher rate than in 2023, but slower than March. We observed that there is no mobile game approval for...
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Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. We have looked at its past performance earlier, in this note, we talk...
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