Cloopen (容联.云通讯) Pre-IPO - Peer Comparison and Thoughts
Cloopen is a multi-capability cloud-based communications solution provider in China. The company offers CPaaS, cloud-based CC, cloud-based UC&C...
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Snowflake: Making It Rain
We've looked into many IPOs over the last 20 years, and think Our investment philosophy attracts us to investing behind THE major secular trend in...
536 Views
Coupa 2Q21: P/S Multiples Are Coup-Ed Up
We have been pitching Coupa as a long since the March bottom, and have been Obex’s fundamental research process is focused on secular change in...
464 Views
Agora Inc. IPO - Same Issues at Unattractive Valuation
Agora Inc. (API US) is looking to raise up to US$431m in its upcoming IPO with concurrent placement.The company runs a platform that provides...
660 Views
Agora IPO: Valuation Insights
Agora Inc. (API US) is a software company which provides developers simple-to-use, highly customisable and widely compatible application...
600 Views