Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
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Iqiyi (IQ US): Compelling Asymmetrical Payoff
Despite disappointed topline for 3Q, "iconic" turnaround put IQ on firmer footing for the long term. Current valuation offers compelling...
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Weekly Stock Bullfinder - Week of 11/21
One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.
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Weimob (2013 HK): Strategic Patience Will Be Rewarded
We explore deep-rooted causes for the slow ramp-up of China SaaS sector, size Weimob's market opportunity by drawing insights gained from Alibaba,...
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2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
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