Recent IPO Insights: Doximity
Very interesting midcap advertising asset. LinkedIn for Doctors. Good secular tailwinds for pharma marketing shifting from sales reps to digital....
237 Views
Digital Core REIT IPO - Peer Comp, Valuation and Other Deal Dynamics
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. In this note, we talk about peer comp, valuation...
358 Views
Digital Core REIT IPO - Hot Sector, Strong Backing but Has More than a Few Peculiar Points
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. In this note, we will talk about the positive and...
815 Views
Weibo (WB US): Strong Quarter Amid Regulatory Crackdown
Weibo Corp (WB US) reported stronger than expected quarter earnings driven by resilient ad revenue growth. Its 3Q21 revenue grew +30% year-over...
263 Views
Why Billions of People Will Bypass Internet to Use Metaverse & Surge in Metaverse ETFs AUM in Korea
The market caps of the four metaverse related ETFs that were launched in Korea on 13 October are up by 453% to reach 421 billion won on 12 November.
441 Views