Tianqi Lithium A/H Listing - Back once Again, This Time with a More Compelling Industry Backdrop
Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. In this note, we look at the company's past performance and talk...
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Go Air (Go First) Pre-IPO - The Negatives - Competition Is About to Pick-Up Again
GoAir (Go First) is looking to raise up to US$500m in its upcoming India IPO. In this note, we talk about the not so positive aspects of the deal.
577 Views
Baidu: Can AI Cloud, Intelligent Driving Save the Day as Marketing Continues to Lose Market Share?
In this insight, we look at the Chinese digital ad market, Baidu’s market share loss, and analyse whether AI Cloud and Intelligent Driving could...
570 Views
Softbank Group - Semiconductor Weakness Expands Discount
The discount to fair value has expanded by 4pp in a week as tech weakness not only reduces net asset value but also raises concerns on an IPO of...
584 Views
Go Air (Go First) Pre-IPO - The Positives - Was Flying Reasonably High Pre-COVID
GoAir (Go First) is looking to raise up to US$500m in its upcoming India IPO. The company is owned by the Wadia family, who also own Britannia...
501 Views