CMGE Tech (ä¸ć‰‹ć¸¸) Pre-IPO Review - Unfortunate Timing
China Mobile Games Adr (CMGE US) plans to raise US$300m in its upcoming Hong Kong IPO. CMGE is an intellectual-property (IP) oriented mobile game...
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MOGU IPO Preview: Can Live Streaming and WeChat Save MOGU from Stagnation?
MOGU IPO target valuation was lowered to US$2 bn, down sharply from US$4 bn in April (Bloomberg). Lack of content richness, declining revenue YoY,...
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StubWorld: Naspers And The Valuation Gap
This week in StubWorld ... Naspers Ltd (NPN SJ)'s recent underperformance is potentially a signal to buy Naspers here against Tencent Holdings...
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Tencent Music IPO Valuation: Bull/Bear Case DCF Scenarios
We have had some further discussion on Tencent Music’s intrinsic valuation and decided to put together a set of DCF scenarios as well as the...
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Tencent Music IPO - A Little Less Conversation - A Little More Information on Ultimate Music
As per media reports, Tencent Music Entertainment (TME US) IPO is progressing reasonably well, books were covered on the first day and were...
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