META Platforms 3Q22: You Got to Keep ‘em Separated
We think the current trajectory for META is unsustainable. The company will lose talent soon if the stock doesn't start to work, which requires...
214 Views
Blibli IPO: Valuation Insights
Bookbuilding will close on 24 October. Our valuation analysis suggests that the IPO price range is unattractive. We would give the IPO a pass.
278 Views
PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
241 Views
India Channel Insight #45 | TTK Prestige, Symphony, Bajaj Electricals
We speak to channels associated with TTK Prestige, Symphony Ltd and Bajaj Electricals with the objective to understand the current demand...
232 Views
PT Global Digital Trade (BliBli) Pre-IPO - The Negatives - Online, Offline or Travelling to Nowhere?
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about the not so positive aspects of the...
291 Views