Primer: Peloton Interactive (PTON US) - Nov 2025
Peloton is in the midst of a significant strategic pivot, shifting focus from being a high-end, vertically-integrated hardware manufacturer to a...
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A Defensive Portfolio Prepared For The Wealth Effect’s Reversal
The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...
367 Views
Amer Sports IPO Lock-Up Expiry - PE Investor Might Look to Trim US$750m Stake
Amer Sports (AS US) raised around US$1.3bn in its US IPO in Feb 2024, after pricing its IPO below its initial range. Its pre-IPO investors will be...
520 Views
Amer Sports IPO Trading - Downsized and Cornered, Close to Optimistic Fair Value
Amer Sports (AS US) raised around US$1.3bn in its US IPO, after pricing its IPO below its initial range, as per media reports.
705 Views
Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
707 Views