Razer’s Privatisation Bid by Founders and CVC
While the HK$2.82 per share offer will leave many disappointed (such as IPO investors), it is reasonable compared to historical share prices and...
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2022 High Conviction: MediaTek, High Dividend Yield, Solid Fundamental Outlook, Strong Balance Sheet
In our 2022 High Conviction pick we revisit MediaTek, the world’s 4th largest fabless semiconductor company, its industry, fundamental outlook, and...
316 Views
Recent IPO Insights: Doximity
Very interesting midcap advertising asset. LinkedIn for Doctors. Good secular tailwinds for pharma marketing shifting from sales reps to digital....
238 Views
Global Emerging Markets Weekly: 26 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
231 Views
Biel Crystal IPO Initiation: Through the Looking Glass
Biel has won approval for an HKEx IPO to raise $1-2 billion. Biel’s fundamentals are attractive with solid top-line growth, operating leverage and...
307 Views