Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/​​17/​​​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
422 Views
Coronavirus as Secular Accelerator I: Internet, SMIDcap Edition
In our weekly notes, we’ve been circling around an insight that is beginning to crystallize. Covid 19 is an accelerator of secular shifts in...
619 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/3/​​​​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
410 Views
IDreamSky’s Pricey Play for Leyou
iDreamsky Technology Limited (1119 HK) confirmed that it signed an MOU to acquire 69.2% of the shares in Leyou Technologies (1089 HK) from one of...
567 Views
Nexon:Â Deal Structure, Valuations, Question Marks
I have been somewhat reticent to add to the written discussion on Nexon Co Ltd (3659 JP)'s possible change of control due to the sale of Founder...
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