Vietnam's MoMo: A Venture Capital Investment With Private Equity Return?
Take rate is the most critical factor that determines the return MoMo could bring to investors. The key to defending its take rate amid intense...
450 Views
Kakao Bank - MSCI Done, Missed FTSE by a Whisker.
Kakao Bank (KB), South Korea’s largest digital bank, raised US$2.2bn in its South Korean IPO. It ended the first day of trading up 79% from its IPO...
359 Views
Tencent Holdings - Bulge Bracket Bull
TENCENT HOLDINGS: A competitor recently suggested the shares of Tencent have 73% upside. We beg to differ, further pain in these shares is expected...
331 Views
Weekly Innovation Review (WIRE) #43
Headline Developments: China has likened online computer games to opium, causing shares in Tencent (700.HK) and NetEase (9999.HK) to drop 10% and...
166 Views
Shopify May Acquire Affirm Following The Mega-Deal Between Square and Afterpay
As BNPL industry is heating up after Square’s bet on Afterpay, we think fintech decacorn Affirm Holdings is the next acquisition target
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