GoTo Gojek Tokopedia (GOTO IJ) - Product-Led Initiatives Driving Growth and Profitability
GoTo (GOTO IJ)"'s 2Q2024 reflected an ongoing focus on growth as the company invested in both its On Demand Services and its Fintech segments...
464 Views
JPX-Nikkei 400 Rebal Aug 2024 - 44 IN, 41 OUT, ¥500bn of Capping, Just Under ¥1trn to Trade
The JPX Nikkei 400 annual index rebal is upon us. Janaghan's predictions were good at the higher conviction levels. This is OK size (nearly ¥1trln...
543 Views
Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait
As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...
1.1k Views
Softbank Corp (9434) - Accounting for the Accounting Is Complicated Redux - So Be Bearish
Accounting for all the adjustments needed in EV (and EBITDA) in constructing a fair value for Softbank Corp means one should use forward PER. In...
661 Views
Tempus AI IPO: AI in Diagnostics at Scale, Investor Sentiment Appears Positive
Healthcare IT company Tempus AI is expected to IPO next week, making it one of several high-profile AI unicorns scheduled to go public this year.
639 Views