FWD: An Ideal Acquisition Target for Korean Insurers?
FWD also faces strategic crossroads amid Li family's China tensions, with its Hong Kong-heavy insurance business vulnerable despite minimal...
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MoneyHero: Three Key Questions Critical to the Investment Thesis
MoneyHero must address three key questions to fortify the investment thesis and cultivate shareholder confidence in its long-term value proposition.
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2025 High Conviction: Coinbase - What Doesn't Kill You, Makes You Stronger
Coinbase has weathered the crypto winter extremely well. Our thesis remains more or less the same as when we were equally bullish on the stock when...
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Kaspi.kz: Kazakhstan’s Super-App Acquiring Turkey’s E-Commerce Leader
Kaspi.kz, Kazakhstan's super-app, to acquire a majority stake in Turkey's leading e-commerce platform, Hepsiburada, enabling it to target a >100...
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Kaspi.kz: The Super-App of Kazakhstan
Kaspi.kz just announced to acquire a majority stake in Turkey's leading e-commerce platform, Hepsiburada. This transaction immediately puts the...
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