India Internet & Consumer Weekly | Tencent, PayTM, Reliance, H&M
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
399 Views
TMT Weekly: 3 Things that Stood Out The Week of 9/4/​​​​2020
Lots of interesting things so Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to...
445 Views
Big Hit Entertainment IPO Valuation Analysis
Our base case valuation of Big Hit Entertainment is EV of 4.1 trillion won, 2% lower than the high end of the IPO price range of 135,000 won per share
652 Views
India Internet & Consumer Weekly | Apple, Amazon, PhonePe, Alibaba, Xiaomi, PayTM
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
466 Views
Softbank – PM Masa Raising Cash From the Dusty Telco
Softbank looks set to continue its transition into the ultimate momentum fund as PM Masa’s scrabble bag looks set to get a workout. Softbank Group,...
515 Views