Global Emerging Markets: Reporting Season Summary, 4Q2023
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
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Amer Sports Pre-IPO - The Negatives - COVID Rebound, Weak Margins
Amer Sports (AS US) plans to raise US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta (2020 HK) led consortium. In this note, we...
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Amer Sports Pre-IPO - The Positives - Great Brands, Strong Growth
Amer Sports (AS US) plans to raise more than US$1bn in its US IPO. Proceeds will be used to pay down loans to Anta Sports Products (2020 HK) led...
350 Views
Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight
A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...
343 Views
[Blue Lotus Daily - TMT Update]: BABA/SE/PDD/3690 HK/NTES/700 HK/AMZN/MELI/CPNG
Lazada mass-layoffs also in China offices. NetEase faces criticism over underage top-ups in mobile game . The New Year event operation of is a...
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