Does LG Group Hold Leverage over Apple and Not the Other Way Around?
Apple needs LG more than vice versa? The current situation might force Apple to diversify away from Hon Hai faster than anticipated
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Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
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Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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DiDi Chuxing Pre-IPO - Valuation
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
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TMT Weekly: FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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