IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

<div><p><a href="https://www.smartkarma.com/entities/archosaur-games" target="_blank" data-smartkarma-citation="entities:28948:1" rel="noopener">Archosaur Games (9990 HK)</a> is a leading games publisher in China focusing primarily on mobile MMORPG (massively-multiplayer online role-playing games). Archosaur has launched a Hong Kong IPO to raise raise net proceeds of HK$1,866.3 million ($241 million), at the mid-point of the IPO price range of HK$9.80-11.60 per share.</p></div><div><div><div class="content-highlight"><p>In <a href="https://www.smartkarma.com/insights/archosaur-games-ipo-initiation-play-on" target="_blank" rel="noopener">our initiation note</a>, we stated that Archosaur’s fundamentals are attractive. Overall, we think that a reasonable valuation and good cornerstone support makes Archosaur tempting at the proposed pricing range. </p></div></div></div>

Archosaur Games (9990 HK) is a leading games publisher in China focusing primarily on mobile MMORPG (massively-multiplayer online role-playing games). Archosaur has launched a Hong Kong IPO to raise raise net proceeds of HK$1,866.3 million ($241 million), at the mid-point of the IPO price range of HK$9.80-11.60 per share.In our initiation note, we stated that Archosaur’s fundamentals are attractive. Overall, we think that a reasonable valuation and good cornerstone support makes Archosaur tempting at the proposed pricing range. 

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

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<p>This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets, in the midst of the recent correction in markets.</p>
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<p>This insight covers Hong Kong, Taiwan, and the Rest of Asia (ROA).</p>
<p>The first insight <a href="https://www.smartkarma.com/insights/holdcos-charts-amongst-the-carnage-part-1-japan-korea" target="_blank" data-smartkarma-citation="insights:37380" rel="noopener">Holdcos: Charts Amongst The Carnage. Part 1. Japan &amp; Korea</a> covered Japan and Korea.</p>
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<p>Some baskets, be they liquid, illiquid, or specific sectors, are clear out-performers. But the performance consistency of those baskets differs from one country to the next. </p>
</div>
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<p>More below the fold ...</p>
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This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets, in the midst of the recent correction in markets.


This insight covers Hong Kong, Taiwan, and the Rest of Asia (ROA).
The first insight Holdcos: Charts Amongst The Carnage. Part 1. Japan &amp; Korea covered Japan and Korea.


Some baskets, be they liquid, illiquid, or specific sectors, are clear out-performers. But the performance consistency of those baskets differs from one country to the next. 


More below the fold ...


Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA

Taiwan

Soft-World International Corporation develops and markets computer game software. The Company's games are available on home video game platforms and personal computers.  Soft-World also publishes computer game magazines.

Soft World Intl (5478 TT)

Archosaur Games IPO: Valuation Insights

Archosaur Games (9990 HK) is a leading games publisher in China focusing primarily on mobile MMORPG (massively-multiplayer online role-playing...

Arun George

Holdcos: Charts Amongst The Carnage. Part 2. Hong Kong, Taiwan and ROA

This is the second of two insights which cover the performance of all 566 stubs in my stub monitor, across all countries, and liquidity baskets,...

David Blennerhassett