SNAP 1Q21: Spotlight on Spotlight…Why Snap Is Still a Multi Bagger
Snap had a very strong 1Q21 and even stronger 2Q21 guidance. Despite a monster 1 year run, we think Snap is set up for a Facebook like multi-year...
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TMT Weekly 4/9/2021: Be Long Online Advertising for Earnings
Online Advertising and eCommerce is still buoyed by secular tailwinds despite the fears on tough pandemic driven comps. We prefer Amazon, Facebook,...
328 Views
Zhihu IPO: Valuation Insights
At the mid-point of the $9.50-11.50 IPO price range, Zhihu's net proceeds inc. the concurrent private placement is $801.3 million. Our valuation...
555 Views
Facebook 4Q20: Trying to Take a Bite Out of the Apple
Facebook printed a extremely strong quarter and commentary regarding potential overhangs from Apple and tough comps is just Facebook talking down...
335 Views
Kuaishou Technology IPO - Blue Chip Cornerstones, Sober Valuations, Going into FTSE and MSCI Index
Kuaishou Technology (KT) is a content community and social platform that is looking to raise up to US$6.2bn in its Hong Kong IPO. The company is...
581 Views