Alibaba: How Much Core Market Share Loss Has Been Priced In?
In this insight, I analyse Chinese retail sales and digital advertising market share changes and what is implied by Alibaba’s current valuation...
489 Views
FSN E-Commerce (Nykaa) Pre-IPO - Mixed Bag - Fashion Growing, Beauty Slowing
FSN E-commerce (Nykaa) aims to raise around US$550m, via selling a mix of primary and secondary shares in its Indian IPO.
321 Views
ANE Logistics Pre-IPO - PHIP Updates - Underlying Growth Is Far from Clear
ANE, an express freight network operator in China for less-than-truckload (LTL) market, aims to raise around US$500m in its Hong Kong IPO.
275 Views
TDCX Inc. Pre-IPO - Past Growth Looks Good, the Rest Is Iffy, Including the Founders S$325m Payout
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, is looking to raise up to US$400m in its upcoming US IPO.
375 Views
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
168 Views