Aequitas: GO Inc IPO - Final Thoughts on Valuations - Domestically Dominant, but Not at a Discount
GO (581A JP) a leading taxi app in Japan, aims to raise around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about...
215 Views
Aequitas: SpaceX IPO - Additional Points - Revenue from Conn, Dreams from Space but TAM from AI
SpaceX (SPCX US), aims to raise around US$75bn in its US IPO. We have looked at its segments in our previous notes, in this note we talk about some...
152 Views
🇰🇷 🇯🇵 That Was The Week That Was North Asia - 15th-21st April 2019 @Smartkarma
In the last week, Smartkarma's North Asian team Equity Bottom-Up Insights were more Bullish than Bearish by a ratio of 8/6. However, the Macro and...
683 Views
DoCoMo Pricing Plans: Not as Bad as Feared
DoCoMo unveiled its long-anticipated mobile pricing plans including headline discounts of 30-40% off current mobile pricing. At the October 2018...
867 Views
Aequitas: SpaceX IPO - AI - The Next Frontier, but a Cash Guzzler and MAU Laggard
SpaceX (SPCX US), an Elon Musk led Space to AI company, aims to raise around US$75bn in its US IPO. In this note, we talk about its AI segment.
131 Views