2H21 Obex Research Long Portfolio
Some updated thinking around our long portfolio: more bullish Google, Netflix, and Match, less bullish Snowflake, Facebook. And thinking about...
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Zomato IPO: Results Point to a Favourable Trajectory
Zomato will launch its IPO on 14 July to raise up to $1.3 billion. Overall, the FY21 results disclosed in the updated prospectus, support our view...
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Zomato IPO Initiation: Emerging Appetites
Zomato is expected to launch its IPO on 19 July to raise up to Rs93.75 billion ($1.3 billion). Overall, we think that Zomato's fundamentals are...
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DIDI US: Regulatory Risk on the Rise
The CAC ordered app stores in China to remove Didi's app for the illegal collection and use of personal data. With rich valuations and regulatory...
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DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
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