The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
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4Paradigm IPO: The Bear Case
The bear case rests on Sage Platform’s rapid slowdown, high customer concentration risk, recent gross margin pressure, FCF burn, rising cash...
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4Paradigm IPO: The Bull Case
The bull case rests on the success in increasing key customer numbers, net dollar expansion rates, improving visibility, strong growth in...
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Smartkarma Originals
Megvii: An Artificial Intelligence Powerhouse in China
Megvii is a leading artificial intelligence company in China focusing on IoT scenarios for mainly three fields including Consumer IoT, City IoT and...
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4Paradigm IPO: Is Third-Time a Charm?
Enterprise AI company 4Paradigm has filed for a HKEx IPO for the third-time. In this insight, we discuss the latest data points from the prospectus...
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