Mercari: Valuation and Some Observations
As Mercari Inc (4385 JP) prepares to raise about JPY49bn in capital through its IPO we take a look at the implied valuations. The peer group is...
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Reality Check XIV: What's a Ballpark Number for the Intuch Spinoff?
Thailand is not Silicon Valley, and there are very few Internet startups going IPO. One of the first of these may be plans by Intuch to spinoff...
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A Potential New and Formidable Entrant into the AI Semiconductor Space:Â AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
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Walmart-Flipkart Deal Likely to Force Amazon To Loosen Purse Strings in India
One of the biggest business headlines of 2007 in India was Wal Mart Stores Inc (WMT US) ’s announcement to enter the Indian market. Unbeknownst to...
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Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
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