Horizon Robotics IPO: High Valuation Is At Risk As NEV Production Forecasts Have Weakened
In my insight, I discuss valuation framework for comparable company analysis and explain why high valuation of Horizon Robotics may be at risk
692 Views
WeRide Pre-IPO - Peer Comparison - Boasting Partnerships, but Peers Aren't Too Far Behind
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. We had looked at the firm’s past performance in an earlier note. In...
486 Views
Black Sesame IPO - Paying Up-Front for Its Monetization Potential
Black Sesame Technologies (BLACKSES HK) is looking to raise US$143m in its Hong Kong IPO. In this note, we discuss peers and share our thoughts on...
514 Views
WeRide Pre-IPO - The Negatives - Losses Have Widened, Still in the Early Stages of Commercialization
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. In this note, we will talk about the not so positive aspects of the...
409 Views
WeRide Pre-IPO - The Positives - Large Monetisation Opportunity on the Horizon
WeRide Corp (WER CH) is looking to raise around US$300m in its upcoming US IPO. In this note, we will talk about the positive aspects of the deal.
471 Views