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....
537 Views
Huitongda Network IPO: Valuation Insights
Huitongda will launch an HKEx IPO on Monday to raise up to US$318m. Our valuation analysis suggests that the IPO price range is attractive at the...
358 Views
EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
288 Views
Hepsiburada: The Very First and Only US-Listed Turkish Tech Company
Hepsiburada, the very first and only Turkish (tech) company listed in the US, is worth noting and following since Turkish tech is currently at an...
304 Views
Ozon Holdings: Healthy Q2 Growth But Slower-Than-Expected Path To Profitability
Number of orders reached 40.9 mln (up 180% YoY). GMV reached RUB 89 bln (up 94% YoY). Adj EBITDA was RUB – 9.1 bln equal to 10.3% of GMV, compared...
231 Views