The Week That Was in ASEAN@Smartkarma - Sea Ltd, Jardine Matheson, and Indonesian Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Zhihu IPO Initiation: Question Time
Zhihu has filed for an NYSE IPO to raise proceeds of $1 billion, according to press reports. Overall, we believe that Zhihu’s fundamentals are...
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Tuya (涂鸦智能) Pre-IPO - Peer Comparison, Forecast, and Valuation
Tuya Inc (1869782D US) is looking to raise US$1bn in its upcoming U.S. IPO. In this note, we will take a look at comparable peers, share our...
505 Views
Bilibili (BILI): Business Breakout, An Story of What BILI Was and Will Be
BILI encourages users to upload videos different from game live broadcasting and anime. There are two reasons that BILI has to. The financing and...
521 Views
China Internet Weekly (Mar 8): New Law Limits BABA & Tencent’s Loan Biz, BIDU Starts Car Production.
The new law impacts Alibaba and Tencent loan business. Alibaba is strengthening its “community group purchase” of fresh food. Trip.com was still in...
380 Views