Naspers: “Double” Discount Warranted? The Search for a Catalyst Continues
Since the listing of Prosus, we have seen a “double” discount to listed NAV manifest at Naspers. I take a closer look at the top reasons for this...
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Meituan: Key Drivers of Top-Line Growth & Margin Lift Receding, Obscured By Growth of 'Other' Items
New name Rider costs - $3690 Advertising Summary
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DAX Index Rebalance Preview - Delivery Hero an Inclusion Shoo-In, Covestro Is at Risk
STOXX will announce the results of the September review of the DAX indices on 3 September post market close. The constituent changes will be...
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TMT Weekly: 3 Things that Stood Out The Week of 6/5/2020
A few items that caught our eye this past week: Amazon.com Inc (AMZN US) seems to be winning work from home in multiple ways, Indian-ecommerce...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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