Recruit Holdings [Alternative Data]: Should the Slowdown in Indeed Warrant a Discount?
A slowdown in the HR Technology business, which operates two popular employment websites, indeed.com (Indeed) and glassdoor.com (Glassdoor), is one...
398 Views
Yeahka IPO: Peer Benchmark Analysis
Yeahka Limited (1781144D CH) is leading payment-based technology platform in China. Yeahka was seeking to launch an HK IPO to raise around $250...
350 Views
The Activism at TBS - There's a History, And There Is NEW Activity, But Don't Hold Your Breath
Major Japanese broadcaster Tokyo Broadcasting System (9401 JP) has a long history of being a target for wannabe activists. The company has long...
514 Views
Global Labour Markets Are Starting to Slow Down – Time To "Lay Off" Recruit
Recruit Holdings (6098 JP)’s revenue exposure to the Japanese and global labour markets is around 84% which makes it cyclical and susceptible to...
782 Views
Freee IPO Trading - Priced at Par to Comp, It Now Boils Down to How Much Premium It Can Trade At
Freee (4478 JP) (freee) raised US$322m in its mothers listing in Japan. Freee was founded by an ex-Google employee and counts Recruit Holdings...
419 Views