Erajaya (ERAA): In-Store Experience to Your Home
If US markets have stay-home names such as Peloton and Zoom, Indonesia has Erajaya Swasembada as one of the stay-home names besides the internet...
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Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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Nanofilm (NANO): Don't Sell Yet, More to Come
Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...
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DiDi Chuxing Pre-IPO - Valuation
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$10bn in its US listing. It is backed by Softbank...
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TMT Weekly: FAANG Rankings from Here
Much like in March, when we advocated for buying large cap tech, we are once again calling to buy large cap tech. Order of preference from here?...
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