Onewo Space-Tech Pre-IPO - PHIP Updates - Topline Still Strong YoY, Sequentially Cracks Emerging
Onewo Space-Tech (OST) aims to raise upto US$2bn in its Hong Kong IPO. OST is a property management service provider primarily owned by China Vanke...
337 Views
Conviction Call Recruit: More Downside Ahead
Our 2022 high conviction Recruit has dropped 26.8% YTD. Job openings in the US and job posting on Indeed declining as global recruitment markets...
319 Views
51job's Egregious Offer: Dissentient Shareholders Commence Court Proceedings
The key contentious issue in the 51job transaction is the legal basis for reducing the term to US$61/share from US$79.05/share. I don't see the...
544 Views
Smartkarma Originals
HRTech Sector Series: Changing HR Landscape Post-Covid Create Opportunities
The global HRTech market has been undergoing rapid changes and in this insight we have discussed 4 companies that will have an exciting year ahead...
475 Views
2022 High Conviction - Recruit: More Downside Ahead with Normalisation of Recruitment Markets
Recruit Holdings’ shares have declined 44.35% YTD, With weakening earnings, we think there is further downside as earnings started to weaken with...
604 Views