Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern
Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...
604 Views
Trade War/Huawei/Economic Policy/Bad Bank/Market Opening
China News That Matters Don’t say we didn’t warn you! Twitching the iron curtain What to do as cars tank and profits droop Beijing rescues...
533 Views
Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate
While the amount of real estate needed by data centres is small in comparison with the volumes required for e-commerce, we are seeing that data...
647 Views
AsiaInfo IPO Valuation: Not Enough of a Discount
Asiainfo Technologies (1119892D CH) is a leading Chinese telecom software and services provider with a 25% market share as measured by revenue in...
598 Views
China/US Trade War Spurs Delta To Buy Thai Associate
On 1st August 2018, electronics components manufacturer Delta Electronics Thai (DELTA TB) ("DET") announced that Delta Electronics International...
518 Views