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Unpaywalled Equity-Bottom-Up
Unpaywalled Equity-Bottom-Up Insights

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bearishTuya Inc
22 Nov 2024 10:38

TUYA: Is The King of White Label IOT Ready to Charter a Different Course?

Temasek bought 13% of TUYA and planned to list on SGX. We believe TUYA's valuation is high and the company's business model, customer segment and...

bearishBaidu
11 Nov 2024 23:43

A Comparison of Tesla’s Cybercab and Baidu’s Apollo Shows the Latter Must Improve

​Baidu's robotaxi Apollo faces higher costs to build and operate than Tesla's Cybercab and Baidu must reduce operating costs to compete effectively...

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bullishYamada Denki
07 Nov 2024 14:56

Yamada Denki (9831): What Hasn't Killed Them Made Them Stronger

​Yamada's potential for 18% EBIT growth could lead to a fair value of ¥1,029, 160% higher than current price, with ROE expected to rise to almost 10%.

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bullish17LIVE Group
05 Nov 2024 14:57

Smartkarma Corporate Webinar | 17LIVE Group: Leading Pure-Play Live Streaming Platform in Asia

For our next Corporate Webinar, we are glad to welcome 17Live’s Chief Executive Officer and Executive Director, Jiang Honghui. In the upcoming...

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bullishZai Lab Ltd
26 Oct 2024 00:33

ZaiLab's DLL3 ADC Is a Major Positive, but the Market Over-Reacted to Its Prospects

​ZaiLab surged 15% on positive Ph I data for its DLL3 ADC from MediLink, but faces tough competition and execution challenges. Transition to...

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