EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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Tencent's Uzbekistan Bet: The Beginning Of "Digital Silk Road"?
After a decade of building roads and railways across Central Asia, China's Belt and Road Initiative enters its digital phase and Tencent's bet on...
1.6k Views
GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
734 Views
Huitongda Network IPO: Valuation Insights
Huitongda will launch an HKEx IPO on Monday to raise up to US$318m. Our valuation analysis suggests that the IPO price range is attractive at the...
501 Views
Hepsiburada: The Very First and Only US-Listed Turkish Tech Company
Hepsiburada, the very first and only Turkish (tech) company listed in the US, is worth noting and following since Turkish tech is currently at an...
497 Views