VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent
Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...
721 Views
China TMT Update-Bili/XPEV/DiDi/SE/PDD-Xpeng Acquire DiDi's EV Project/Temu Enters the Philippines
Bilibili has announced the latest incentive policies for the "Spark Program.";XPEV/DiDi: Xpeng to acquire DiDi's Smart EV project(+/+);SE/PDD: Temu...
475 Views
SEA Ltd: The Prodigal Son (2Q deep-dive)
Forrest Li: "Look How They Massacred My Boy" When CEO Forrest Li announced SEA Ltd’s Q2 results in mid-August, he was probably expecting a pat on...
570 Views
ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
637 Views
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
600 Views