Didi Global: Xi Jinping Softening the Brutal Crackdown on China's Internet Giants?
In this insight, we provide a bullish case for DiDi Global. We argue that there are signs that Xi Jinping is starting to soften the brutal...
253 Views
Oyo IPO: Flying Blind
Oyo is a typical Softbank Investment. Its old business model was a complete disaster, and it almost ran the company into the ground. The new...
277 Views
Uber Technologies Inc. - Investment Thesis
This is our first report on Uber Technologies, one of the leading players across the globe in both, ridesharing and delivery. The Covid-19...
12 Views
TMT Weekly: 3 Things that Stood Out the Week of September 24, 2021
This week we take a look at IAC’s proposed acquisition of Meredith, Facebook’s weird week, and the insane valuation disconnect between Uber and...
261 Views
Demae-Can's Latest Offering Preserves The Potential for TOPIX Inclusion
Japan-based food delivery company Demae-Can announced a large equity offering to boost their marketing expenditure and defend their market share in...
344 Views