Meta Platforms 4Q22: Zuckerberg Got Religion?
Meta is getting credited today with a "phase change" in operating cadence, with a newfound emphasis on efficiency and profitability. Great! But we...
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Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI
Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...
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Aequitas ASEAN Placements Bookrunner Performance (2019-2022)
In this note, we will take a look at the performance of bookrunners for ASEAN placements from 2019-2022, which includes all ASEAN placements above...
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Tencent (700.HK): Valuing Wechat Channels
We value Wechat Channels at $29 billion, roughly 6% of Tencent's market cap. The social graph underpinning the product is a double-edge sword -...
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Meta Platforms: A Value Opportunity In The Tech Environment
META’s sustainable earnings come up with at least 30% to 35% upside potential. There is a huge margin of safety at the current price, and multiple...
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