bullish•StarTek•09 Mar 2022 12:45
Startek Inc. – SRT US 55% Owner Proposes $5.40 Cash Per Share Squeeze Out
Dirt-cheap microcap whose 55% owner wants to take private on the cheap. Shares offer 27% upside to proposed buyout price and more upside if special...
bullish•TDCX•12 Sep 2022 21:36
TDCX: Attractive Growth Profile; Drop in Multiples Offer a Good Entry Point
Though TDCX's share price has moved up over the last three weeks, there is further upside as the company's client acquisition has started paying...
bearish•TDCX•01 Oct 2021 13:03
TDCX Inc. IPO Trading - Won't Be Buyers
TDCX Inc, a Singapore-headquartered digital customer experience (CX) provider, raised around US$338m in its US IPO. In this note we will talk...
bullish•TDCX•28 Sep 2021 20:16
TDCX IPO: Peer Comparison and Valuation
Our relative valuation implies that TDCX's IPO is attractively priced and our reverse DCF suggests annual revenues need to grow 9.5-11% to justify...
bearish•TDCX•28 Sep 2021 11:11