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

Smart Calls with Smartkarma | Newborn Town (9911 HK): China’s Global Social App ExporterNewborn 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 thesisLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - http://on.skr.ma/4lUV9wWRaj S - http://on.skr.ma/4mJ6O3iThis 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.