MercadoLibre Is Entering The Bargain Zone. The Current Sell-Off Went Too Far
MELI has recently lost around a $24 bln market cap equal to almost 1/3 of its market value before the correction. We believe market concerns over...
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Bukalapak (BUKA IJ) - Empowering Mitra and Creating Shopfronts
Bukalapak (BUKA IJ) looks to be misunderstood by retail investors, presenting an opportunity after the post-IPO correction, with a number of new...
515 Views
Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
679 Views
Paytm IPO Trading - Largest IPO with Lowest Coverage, Skipped by Domestics
Paytm (PAYTM IN) raised around US$2.5bn via selling a mix of primary and secondary shares in its India IPO. In this note, we will talk about the...
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Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
595 Views