Korea M&A Spotlight: Ebay Korea Is Up for Sale (Pressured by Elliott Mgmt to Sell?)
It was reported after the market close on 3 March that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns...
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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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