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...
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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...
460 Views
TDCX Inc. Pre-IPO - Largest Client Is Growing Faster and Trading Cheaper
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, is looking to raise up to US$338m in its upcoming US IPO.
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TDCX IPO: Valuation Insights
Our valuation analysis suggests that TDCX is attractively valued to its customer experience (CX) centric peers, particularly at the low-end of the...
416 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.
385 Views