Tencent - We’re Down With APT
* Solid Result: Despite the net transaction loss increase of AUD 20.6 mn (93%), we note particular improvement in Afterpay’s fundamental metrics:...
299 Views
Ant Group: SOTP Scenarios on Potential IPO Valuation
Ant Group, the leading Chinese FinTech, has announced that it is preparing for its IPO which could come as soon as October Press reports suggest a...
617 Views
MercadoLibre (MELI US): Chinks in the Digital Armour
2Q20 results from MercadoLibre Inc (MELI US) were a mixed bag and reflect the challenges as much as the opportunities of Covid-19 The big positive...
367 Views
Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
517 Views
Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
492 Views