2020 High Conviction - A Mercarific Holiday Season to All
As we look out to the new year, we review and update one of our very highest conviction calls for the long-term: Mercari. Having followed the name...
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India Payments | Paytm - A First Time Investor's Guide
Building on our earlier coverage on India India Payments | What Really Matters and Suggested Channel Checks , in this series, we provide a more...
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Alibaba Initiation - Tactical Use Whilst We Wait - Inteqres Practical Views
We kick off our GEM and Asia large-cap initiations with Alibaba. We see Alibaba as having a strong underlying demand from investors - for both...
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PropertyGuru IPO Valuation: Guru at Frothy Valuations
PropertyGuru (PGU AH) is an online property classifieds marketplace with presence in five countries across South East Asia – Singapore, Vietnam,...
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Giftee Inc IPO Valuation: Short-Medium Term Success Story with No Moat to Withstand Competition
Giftee Inc set its preliminary IPO price range at ¥1,300-1,500 range on 30th August 2019. The price range implies an EV range of ¥29.9-34.7bn,...
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