Cloud Village (NetEase Music) Pre-IPO - Initial Thoughts on Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
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Spotify 2Q21: Podcasting Rolling Over?
Spotify missed on MAUs again and lowered 2021 guidance. Not great for a subscription business built on a distant 10 year DCF built on subscriber...
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Cloud Village (NetEase Music) Pre-IPO - Tencent Music Peer Comp, Regulatory Impact
Cloud Village Inc. (CVI), also known as NetEase Music, plans to raise around US$1bn in its Hong Kong IPO. The company has also obtained investments...
459 Views
2H21 Obex Research Short Portfolio
We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Apple remains our preferred large cap short, while...
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Hybe Block/Placement - Big Block for Big Hit
STIC aims to raise around US$750m via selling all of its remaining stake in HYBE (352820 KS).  In this note, we will run the deal through our ECM...
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