Uber Pre-IPO - Big on Ambition, Low on Disclosures
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$100bn valuation, as per media reports.I used the Uber and Uber Eats a...
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Lyft IPO: Valuation Analysis (Prudent Investment or Quasi-Gambling?)
Our base case forecast is Case 2 (among three scenarios analysis), which suggests an implied market cap of $21 billion or $75 per share. Given that...
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LYFT Pre-IPO - Drivers and Shared Rides Hold the Key But the Numbers Are Missing
Lyft Inc (0812823D US) plans to list in the US at a valuation of US$20-25bn, as per media reports. Overall growth numbers have been great but some...
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Jakarta Trip - On the Ground Insight Feb 2019
Airport connectivity in Indonesia has reached a milestone last year when they announced the airport express but has there been any improvements in...
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Prabowo Errs Again; Widodo Lead Intact; Riady's Mei-Egg-Karta; BI Holds; Repsol's Find; Debate Text
Prabowo again squandered a chance in a debate to gain ground, as Widodo appeared more confident and in command. Prabowo's incessant efforts to sow...
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