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

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