Deliveroo’s Special of the Day: A DoorDash Takeover
DoorDash’s offer for Deliveroo highlights strategic value and improved fundamentals, with manageable regulatory risks and a potential for competing...
865 Views
Lalatech IPO | Review of FY24 Financials & OpStats | Mostly Solid Numbers | Plus a Few Questions
Lalatech's latest IPO application in Hong Kong shows solid FY24 growth, but we identify three key issues that deserve investors' attention.
490 Views
Grab Holdings (GRAB US) - New Products with a Heavy Hint of AI
Grab hosted "GrabX" in Singapore and online to showcase a range of AI-driven product offerings that promise to be future growth drivers for the...
846 Views
Didi Global Q424 Results: Another Set of Solid Numbers from China's Ride Hailing Giant
Didi Global reported solid Q424 numbers last week, with most key metrics improving Y/Y. We believe the company could pursue an(other) IPO this year...
740 Views
S&P500/400/600/Equal-Weight Flows for March 2025 Rebalance
The S&P500/400/600 rebalance was largely as expected. Williams Sonoma was our "first" pick to get in. It did. APP was the obvious entry which we...
507 Views