Bangkok Expressway (BEM): Ridership Increase
the reopening date is set, and with the support from the Thai government to jump-start the tourism sector, the MRT ridership is set to increase....
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Afterpay Ltd (APT AU): All Squared Away
I think it is highly illustrative the co-founders are happy to kick out at price ~22% below the recent high of A$160/share, potentially suggesting...
566 Views
Twitter Inc - Investment Thesis
Twitter has comfortably sailed past the target price from our previous report as the company reported an excellent quarterly result with a...
115 Views
Kuaishou Lock-Up Expiry - Getting Close to IPO Price, with US$18bn+ Lock-Up. CCASS Movement as Well.
Kuaishou Technology (1024 HK) was listed on 5th Feb 2021 when it raised around US$6bn in its HK IPO. In this note, we'll talk about the upcoming...
784 Views
Snap: Forget Twitter, Look Out Facebook
We continue to push Snap as a core long...and are probably even more bullish today then we were a year ago. Facebook's market cap is 10x Snap's. We...
510 Views