GEM Weekly (25 Nov 2022): South Korea Rates, Thailand GDP; Samsung Electronics, Ant, Foxconn, Kakao
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
366 Views
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
724 Views
TS Group (Global) Pre-IPO Tearsheet
TS Group (Global) (TS HK) is looking to raise at least US$100m in its upcoming Hong Kong IPO. The bookrunners are JPM, and China Merchant Securities.
504 Views
Sea Ltd (SE US) - Wind Back in the Sails
Sea Ltd 3Q2022 results should be seen as the poster child for the rest of the space given a crystal clear focus on profitability and a more...
608 Views
US Vs China Technology, Alibaba, China Unicom, and New World Development
The consensus of bottom in China Tech and China A shares continue to gain favour. Bank of America is the latest to recommend selling US tech to buy...
901 Views