Dropsuite Limited - Growth > Profitability Makes Sense to Us
DSE delivered a typically strong 3Q24 result, with few surprises. User growth continues to accelerate, as does net new ARR.
184 Views
Merger Arb Mondays (05 May) - Makino, Shibaura, 7&I, Dickson, Meilan, Soundwill, Smartpay, Pointsbet
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
341 Views
Dropsuite Limited - 1H24:The Balancing Act
DSE’s 1H24 result was in-line with OMLe at revenue ($18.9m vs $19.2m) but slightly below at EBITDA (~flat vs $1.1mE) on higher technology spend...
183 Views
Dropsuite Limited - The Breakout Quarter
DSE’s 2Q24 result was positive, with record quarterly paid user adds (112k), solid partner growth (+51% vs OMLe +35), and robust ARR ($26.5m, +30%)
205 Views
(Mostly) Asia-Pac M&A: Ainsworth Game, Bright Smart, PointsBet, Dickson Concepts, Canvest, Shibaura
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
373 Views