Paytm (One 97) IPO - RHP Updates - Better Disclosures, Signs of Turning Around
Paytm (PAYTM IN) plans to raise around US$2.5bn in its India IPO. The company is backed by Ant Fin, Softbank Group (9984 JP) and counts Berkshire...
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Lifenet: "Platformization" To Potentially Drive the Next Phase of Growth
Lifenet's "platformization" strategy could supplement its current business model and drive future growth as global Fintech development moves into a...
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Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
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Weekly Innovation Review (WIRE) #54
Deep Dive - Facebook Metaverse This week I want to do a deep dive into the Metaverse after Facebook (FB) announced its plan to hire 10,000 people...
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Kakao Pay IPO - Low-End Still Appear Reasonable but Stock Will More Likely Be Driven by Sentiment
Kakao Pay aims to raise up to US$1.3bn in its South Korean IPO. In this note, we will look at the recent updates and revisit our valuation.
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