GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Amazon 4Q21: Don’t Call It a Comeback, We’ve Been Here (Investing) For Years
Reaccelerating growth, better than expected margins and FCF in 2022-2023, and a catchup trade on the come. We reiterate Amazon as our Top 2022 long...
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Snapchat 4Q21: A Quick Turnaround…And Why Facebook Didn’t Snapback
With Snapchat's LT thesis restored, we would buy the stock even up 50%. A return to its 5 yr P/S average of 14x would equate to $66 on 2023 revenues.
382 Views
Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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Aequitas 2022 Asia IPO Pipeline
We take a look at the Asia Pacific IPO pipeline for 2022. This list has been compiled on a best effort basis from tracking company filings and...
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