NASDAQ 100 Index Rebalance: Six Changes at the Annual Reconstitution
There are 6 changes for the NASDAQ-100 index at the annual December reconstitution. Apart from the flows on the adds and deletes, there will be...
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Airbnb Inc. ($ABNB) Deep Dive
Today I will be completing a deep-dive on Airbnb Inc. Within I will discuss the main trends and tailwinds the company aims to benefit from, detail...
737 Views
Oyo and Softbank Group - This Would Be Generously Valued at $4-7bn but that Keeps CEO Under Water
An Oyo listing is a likely win for Softbank, which owns 47% for a mere $1.1bn but pricing talk of $10-12bn is optimistic compared to the $4-7bn...
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
274 Views
TDCX Inc. IPO Trading - Won't Be Buyers
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, raised around US$338m in its US IPO. In this note we will talk...
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