Ping An Good Doctor IPO Review - Step Aside, Valuation. Solving Problems Come First.
Ping An Healthcare And Techn (1833 HK) is looking to raise about US$1bn from its upcoming IPO and proceeds will be mainly used for business...
594 Views
'Alibaba-Adjacent' Investing Really Didn't Work Over the Last Year
Despite its recent wobbles, shares of Alibaba Group Holding Ltd (BABA US) posted impressive performance over the last year, rising by 80% since...
262 Views
TVB - Whitewash Musings
The despatch of Television Broadcasts Ltd (511 HK)'s Offer Document has been delayed thrice since TLG’s "bid" failed to materialise.The last two...
784 Views
Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
2.3k Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
830 Views