Spotify 4Q22: Speed + Efficiency?
Promises of future margin expansion because Spotify laid off 6% of its (bloated) workforce and have done a reorg to stress efficiency? Structural...
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IQIYI Follow-On Offering - Might Be Expected but Its Track Record Is...
iQIYI aims to raise around US$500m via a follow-on ADS offering. While the deal might be expected, the stock's longer term track record doesn't...
469 Views
Spotify 3Q22: Another TikTok Victim?
Spotify had another murky quarter as margins continue to undershoot despite management talking about more cost discipline in this "new" cost of...
151 Views
Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
445 Views
LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
403 Views