Newborn Town (9911 HK): China’s Global Social App Exporter

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The Smartkarma Podcast

Smartkarma

140 episodes

1 week ago

Weekly discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.

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Newborn Town (9911 HK): China’s Global Social App Exporter

The Smartkarma Podcast

5 minutes 34 seconds

2 months ago

Newborn Town (9911 HK): China’s Global Social App Exporter

Smart Calls with Smartkarma | Newborn Town (9911 HK): China’s Global Social App Exporter

Newborn Town is building an “App Factory” of export-only social and dating platforms—live streaming, voice chat, casual games—targeting the Middle East, Southeast Asia, and North America. Despite ~30–35% revenue growth and ~16% net margins, it trades at just 0.4x PEG compared to 0.8–1x peers.

Pranav Rao speaks with Raj S to unpack:

• Global expansion across digital verticals

• AI-driven operating leverage

• Valuation gap and re-rating thesis

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Read the full Insight - http://on.skr.ma/4lUV9wW

Raj S - http://on.skr.ma/4mJ6O3i

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.