Visa: Don't Mind The Disruptors
Well-established digital payment platforms, such as Visa, are enjoying renewed interest from long-term investors. In spite of certain narratives,...
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Fiserv - Investing In Transforming Leaders Rather Than Disruptors
Fiserv is valued as a slow-growth and low return on capital legacy business, although this does not appear to be the case. At present, the...
193 Views
Toast Inc Valuation Analysis
Our base case valuation of Toast Inc is implied market cap of US$24.9 billion or US$45.5 per share, which is 26% higher than the high end of the...
252 Views
Linklogis IPO Trading - Decent but Not Hot Demand
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO. Its early investors include...
431 Views
Bairong IPO - Decent Valuation Probably Weighed Down by Regulation
Bairong, an independent AI-powered technology platform in China serving the financial services industry, aims to raise up to US$508m in its Hong...
771 Views