WeWork Pre-IPO - Even US$15bn Seems Optimistic
WeWork plans to raise US$1bn+ in its IPO, as per media reports. I covered some of the basic aspects of the deal in my earlier insights: WeWork...
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Softbank Group: Vision Fund Chill as Uber Price Falls and WeWork Prospectus Unimpressive
Softbank Group shares are down 9% since Q1 results despite little change in the underlying value of its various assets. This is visible in the...
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Ronn Motor IPO: We May Have Found the One Company More “Optimistic” Than WeWork
RONN Motor Group Inc (RONN US) (RMG), yet another optimistic US new energy vehicle (NEV) company, filed for an IPO this month, hoping to raise a...
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The We Company (WeWork) IPO Valuation Analysis
Our base case valuation of We Company is $24.3 billion, which is 48% lower than the last private market valuation of $47 billion. Hence, we...
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Last Week in GER Research: WeWork, Venus Medtech, Fineos, Takara Leben, TPV Tech, and Douya/Huya
Below is a recap of the key IPO and event-driven research produced by the Global Equity Research team. This week, we dig into the stretched balance...
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