TMT Weekly: 3 Things that Stood Out The Week of 9/4/2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
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Big Hit Entertainment IPO Valuation Analysis
Our base case valuation of Big Hit Entertainment is EV of 4.1 trillion won, 2% lower than the high end of the IPO price range of 135,000 won per share
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India Internet & Consumer Weekly | Apple, Amazon, PhonePe, Alibaba, Xiaomi, PayTM
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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Softbank – PM Masa Raising Cash From the Dusty Telco
Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group,...
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Tencent - We’re Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpay’s fundamental metrics:...
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