GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
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GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
258 Views
Sea Ltd.'s Money Machine Is Broken, Downside Is Not Fully Priced-In
With fundamentals deteriorating and the Fed signalling an aggressive rate hike outlook, Sea’s 33% move seems unwarranted. The downside potential is...
568 Views
GoTo IPO - Past Performance Hasn't All Been Great
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we look at the...
392 Views
Hong Kong: Where Have Shorts Increased & Decreased?
From 31 Jan to 4 March, most shorted stocks are Tencent, China Merchants Bank, AIA Group, Alibaba, JD.com, Meituan, Xiaomi, JD Health and Xinyi...
410 Views