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...
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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.
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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...
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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...
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2023 High Conviction: JD.com to Benefit from Discretionary Spend Recovery, Margin Progress on Track
As our 2023 High Conviction call, in this insight, we take a deep-dive analysis into JD.com’s key investment controversies: Revenue growth recovery...
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