Ant Group: SOTP Scenarios on Potential IPO Valuation
Ant Group, the leading Chinese FinTech, has announced that it is preparing for its IPO which could come as soon as October Press reports suggest a...
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MercadoLibre (MELI US): Chinks in the Digital Armour
2Q20 results from MercadoLibre Inc (MELI US) were a mixed bag and reflect the challenges as much as the opportunities of Covid-19 The big positive...
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Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
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Ant Group: Early Thoughts on the IPO – Alipay Is NOT the Cash Cow Here
Our early thoughts on Ant Financial (1051260D CH)’s IPO are broadly positive and we believe the risk-reward is attractive at the rumoured $200bn...
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Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
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