Tencent Music (TME): 4Q21, Revenue Down for First Time
In 4Q21, TME’s revenue decreased for the first time. We do not believe the music rise will cover the social entertainment decline. Either, we do...
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GoTo Pre-IPO - Quick Take on US$1bn+ Domestic Listing
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. The company has filed its prospectus...
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JD.com Tencent Div Distribution - The US$10bn Overhang - Passives Might Have to Sell
On 23rd Dec, Tencent declared a dividend in the form of distribution in specie of 457.326m shares of JD.com, i.e. 1 share of JD.com for every 21...
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Tencent Music Entertainment: A Fallen Star for High Risk Investors that Could Promise Huge Returns
TME has fallen so far, for so long largely due to Beijing policies attacking tech sector stocks including those in consumer discretionary sector....
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ECM Weekly (13th Mar 2022)-Arrail, Aquila, Propguru, Ferretti, Jinmao, Nio, Fabindia, Hyu Hvy, Cosmo
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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