Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
226 Views
Aequitas: GO Inc Pre-IPO - The Negatives - Regulations Could Hamper Growth
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the...
149 Views
Aequitas: GO Inc Pre-IPO - The Positives - Market Leader by a Wide Margin
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the...
148 Views
GO (581A JP) IPO: The Investment Case
GO is Japan’s leading ride-hailing platform. It is seeking to raise up to JPY86.7 billion (US$549 million). In this note, I discuss the investment...
200 Views
New Decentralized Transport Modes Challenge UPS ... Some Low Quality... Yet, Response Needed
United Parcel Service Cl B (UPS US) and Fedex Corp (FDX US) are being disrupted in the trenches by Uber, Lyft and others, courtesy of Amazon.com...
201 Views