Jakarta Trip - On the Ground Insight Feb 2019
Airport connectivity in Indonesia has reached a milestone last year when they announced the airport express but has there been any improvements in...
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Procurri: Exit DeClout, Enter Novo Tellus. Company Remains Highly Undervalued at 4.4x 2018 EV/EBITDA
Procurri Corporation (PROC SP) released FY18 results which showed the company growing revenues to 220M SGD (+21% vs FY17), EBITDA to 19.7M SGD...
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Facebook Inc. – Is Consensus Overly Cautious?
Facebook Inc A (FB US) is a bellwether stock for the equity markets. Although the market capitalisation is approaching $475 billion, the Company is...
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Last Week in GER Research: Softbank, TPG Telecom, Cstone Pharma, Ebang and Facebook
In this version of the GER weekly research wrap, we dig into the debt tender for Softbank Group (9984 JP) and assess the merger between TPG Telecom...
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Facebook 4Q Results: An Easy Beat - Has Zuck Turned the Tanker?
When we wrote in 3Q18 that there were scope for *upgrades* to Facebook's earnings, the sell-side remained cautious. With the stock up 12%...
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