Softbank Group - Alibaba Remains the Key Share Price Driver as VF Diversification Stalls
Vision Fund, ARM and buybacks have grabbed headlines but Alibaba's share price has been the best predictor for Softbank's value, particularly over...
520 Views
Home Delivery Next Evolution for Japan's Conbini Sector?
Food delivery is evolving fast in Japan but not just for takeaways. Local delivery of essentials by food delivery firms is becoming a new source of...
330 Views
Pegasus Asia – Tikehau Capital & Financière Agache-backed SPAC – Lists on SGX
Pegasus Asia, backed by experienced sponsors (Tikehau Capital, Financière Agache, Diego De Giorgi and Jean-Pierre Mustier), seeks to search for...
1.4k Views
Elastic: High-Profile Search Company With Attractive Fundamentals
Elastic is a high-profile search technology company and we believe current valuations look attractive for long-term investors
428 Views
Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
574 Views