Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
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Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
690 Views
Seiyu: Back in the Mainstream Thanks to Rakuten
Online is only 3% of food retail in Japan but this is about to change fast. Amazon leads in this race but Rakuten is about to catch up through...
453 Views
Bukalapak IPO: Valuation Insights
Bukalapak will price its IPO at the top-end of its indicative price range of Rp750-850 per share, according to press reports. Our valuation...
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Understanding Alibaba, Why It's Better Than Amazon
Alibaba is entirely misunderstood by most investors. It is more an ecosystem than a company as I shall explain. Combine Amazon including AWS, Ebay,...
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