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...
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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...
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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...
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Tencent Holdings – Money to Burn
TENCENT HOLDINGS: Tencent's Afterpay expectedly reported FY 1H21 operating losses, but the numbers overall exhibited significant improvement as it...
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Tuya IPO: Valuation First Look
Tuya is pre-marketing a $1 billion NYSE IPO, according to press reports. In this note, we present our forecasts and take the first look at Tuya's...
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