36Kr IPO (Part II): Cut in IPO Target, Expensive Valuation and Governance Concerns
In our previous insight on 36Kr IPO, 36Kr IPO (Part I): Revenue Outlook and Cash-Burn Remain a Concern we discussed the company’s business model,...
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Last Week on China Internet (4Nov19):Â JD Logistics, 5G, and Sina Layoff
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
452 Views
36Kr IPO (Part I): Revenue Outlook and Cash-Burn Remain a Concern
The Chinese TechCrunch Rival 36Kr has filed for an IPO in the US and has a placeholder indication to raise US$100m at a time the Tech IPOs are...
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Sea Ltd (SE US): The Bear Case - A One-Hit Wonder?
Despite burning through $700mn in cash in 2018, investors decided to give another $1.3bn to Sea Ltd (SE US) . We believe investors should treat Sea...
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Pintec IPO Preview: Derailed by a Regulatory Quagmire
Pintec Technology Holdings L (PT US) is a leading independent technology platform enabling financial services in China as measured by loan volume...
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