Posts Tagged ‘China’

They Highly Caffeinated Luckin Coffee

Luckin Coffee (NASDAQ: LK) aims to be “the number 1 coffee company in China” and their staggering growth suggests they will get there. But will it be a pyrrhic victory? Some Positive Points Rapid Expansion: The pace of expansion at Luckin is hard to compare to what you might find outside of China. For instance…

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Flirting with the Jiayuan IPO

We’ve observed the online dating space from the periphery over the past few years. The success of Meetic in Europe (at least, according to its founder and CEO) suggests that the investment returns are quite good. Public market investors have been frustrated to some degree by the fact that there are no “pure plays” to…

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Two Pricings and a Shellacking

The two most attractive deals in marketing, Renren and RPX, priced this week and traded up sharply but not insanely. Just before pricing a sharply negative report came out on Sky-mobi which had more than doubled from their IPO price just 5 months ago. This post deals with these three issues in more detail.  

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Back in the Candy

[This is the text from our April 19th Candygram. The full report with tables is available under the “Candygrams” tab.] We wrote about a “resurrection” of the IPO market at the start of the month and we’re feeling “prophetable” right now (sorry!)  We had a number of solid pricings and good after-market trading on deals…

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