Mynt (GCash) Pre-IPO: Peer Comparison
Mynt started to market its PSE listing. In this note, we compare the company with its listed peers on operating data, financials and valuation, and...
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Curator's Cut: Asia Gets Fit, Thailand Bucks the Asia Sell-Off & Mobility-Tech Consolidates
In this cut, we track the fitness wave across Asia, why Thailand is the one Asian market foreign investors are buying, and the wave of...
140 Views
GXS Bank: Playing Catch up to Scale (Initiation)
Strategic Leadership Transition: GXS Bank (“GXS”) is undergoing a pivotal leadership shift in mid-2025, with Group CEO Muthukrishnan Ramaswami...
531 Views
Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...
453 Views
Pony AI IPO Lockup - US$4.3bn Lockup Release with Stock at 69x EV/Sales
Pony AI (PONY US)Â raised around US$260m in its upsized US ADR listing in Nov 2024. The lockup on its pre-IPO investors is set to expire soon.
769 Views