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TikTok rival Kuaishou aims to raise $5.4 billion in what could be the biggest tech IPO since Uber

Jan 25, 2021, 15:47 IST
Business Insider
Kuaishou competes with ByteDance's TikTokReuters/Florence Lo/Illustration
  • Chinese livestreaming and short video app Kuaishou is aiming to raise up to $5.42 billion in an initial public offering (IPO).
  • The IPO would value Kuaishou at between $55.6 billion and $60 billion, according to a term sheet.
  • At the top end, it would be the world's largest IPO of a digital company since Uber.
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Chinese online video company Kuaishou Technology is aiming to raise between $4.95 billion and $5.42 billion in an initial public offering (IPO) that would be the largest in Hong Kong for more than a year, according to a term sheet reviewed by Reuters.

The online video site, backed by Tencent Holdings Ltd, will price 365.2 million shares at between 105 Hong Kong dollars ($13.55) and 115 Hong Kong dollars ($14.84), the term sheet shows.

Kuaishou did not immediately respond to a request for comment.

There is a so-called greenshoe option to sell a further 54.78 million shares in the 30 days after listing that could take the total amount raised up to between $5.7 billion and $6.2 billion.

Read more: How a media startup is using animated influencers on Instagram and TikTok to drive millions of dollars in toy and apparel sales

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The IPO will value Kuaishou at between $55.6 billion and $60 billion, pre greenshoe, the term sheet showed. If the extra shares are sold, it would take the market capitalisation to between $56.3 billion and $61.7 billion.

The company was valued at $30 billion after it raised $3 billion from backers in late 2019.

Ten shareholders, led by Capital Group, have become cornerstone investors accounting for about $2.45 billion, the term sheet showed.

If Kuaishou raises $6.2 billion, it will beat the most recent largest IPO in Hong Kong, which was Budweiser Brewing Company's $5.75 billion IPO in September 2019.

Above that, China Tower Corp raised $7.4 billion in August 2018.

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Kuaishou's deal, at the top end, will be the largest IPO in the world of a digital company since Uber Technologies raised $8.1 billion in May 2019.

Kuaishou, which means "fast hand" in Chinese, operates apps that allow user-uploaded videos as well as live-streaming programs through which vendors can promote consumer products.

The final IPO price will be set on Friday and Kuaishou shares will start trading on the Hong Kong exchange on February 5.

Kuaishou reported an adjusted revenue of 40.6 billion yuan ($6.27 billion) in the nine months to September 30 last year and an adjusted loss of 7.2 billion yuan, according to its filings to the Hong Kong exchange.

"The company used to make a profit but it ramped up its sales and marketing spending in 2019 and went into a loss," said Sumeet Singh, head of research at Aequitas, who publishes on the Smartkarma platform.

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"This spending should normalise over the next few years and it will be back in the black, competition permitting," he said.

"In our view, looking at where domestic and international peers are trading Kuaishou still offers decent upside from the IPO price."

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