Smartkarma Originals
🇯🇵 Japan • Internet Sector Review - 'Japan Passing'
There are currently 241 listed Japanese companies that can be categorised as Internet businesses. Our classification overlaps with the TOPIX-33...
1.3k Views
Could A Unicorn Cull Tank The US Economy?
As we bid adieu to the Q1 2019, there has been increasing angst about the possibility of a recession, though we have expressed our view that a...
493 Views
ECM Weekly (30 March 2019) - ESR, Yunji, Ruhnn, Jinxin Fertility, Metropolis Health, Viva Biotech
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
684 Views
LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own?
Lyft Inc (LYFT US) announced an increase in its IPO price range from $62-68 to $70-72 after previous reports had indicated that the IPO became...
1.1k Views
Lyft IPO: Valuation Analysis (Prudent Investment or Quasi-Gambling?)
Our base case forecast is Case 2 (among three scenarios analysis), which suggests an implied market cap of $21 billion or $75 per share. Given that...
734 Views