TKP (3479) - A Working Wework?
In the past, the share price is almost always following analyst recommendation but the most troubling thing about TKP is its high valuation. TKP...
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Tencent Initiation - Remaining Underweight One of the New Conglomerates - Inteqres Practical Views
Mega Cap tech firms are the new conglomerates and Tencent is no different. Looking like they stepped straight out of the 1970s/80s using the BCG...
521 Views
Nutanix Buy This SaaS Transition at a Discount IV (Technicals, Management, Culture)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
340 Views
Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
373 Views
Korean Brokerages - Taking the First Steps to Price Investment Research
For the past three decades, the Korean brokerage industry has mostly followed the global investment banks in making investment research free for...
467 Views