SBI Shinsei Bank IPO - Stronger Support, Decent Valuation
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2.1bn in its Japan listing. In this note, we talk about...
827 Views
Didi Global Q325 Results | China Solid, But International Goes From Bad to Worse | How to Fix?
Didi Global's Q325 results show continued improvement in the main China business, but also a dramatic worsening of losses in the International...
620 Views
SBI Shinsei Bank Pre-IPO - Thoughts on Valuations
SBI Shinsei Bank (8303 JP), a Japanese financial institution, aims to raise around US$2bn in its Japan listing. In this note, we talk about...
659 Views
SBI Shinsei Bank Pre-IPO - Peer Comparison
SBI Shinsei Bank (8303 JP), aims to raise around US$2bn in its Japan listing. We have looked at past performance in our earlier notes. In this...
430 Views
Full Truck Alliance Q325 Results: Trimming Freight Brokerage Services Means Slower Near-Term Growth
Full Truck Alliance's Q325 results were the first to reflect the company's decision to de-emphasize its Freight Brokerage Services segment, a...
216 Views