Daily Brief TMT/Internet: Canva, Bengo4.Com Inc, Doximity, Note, Samsung Electronics, Akamai Technologies, Meta, Verizon Communications, BCE , BTQ Technologies and more

• In this insight, we provide a list of 50 prominent companies in Asia that could complete their IPOs in Asia in 2026 (excluding Korea).
• This report is meant to serve as a comprehensive, REFERENCE GUIDE to help clients get a broad view of the major IPOs that could get completed next year in Asia.
• Some of the most prominent potential IPOs in Asia next year include Reliance Jio, Kunlunxin,  Shein, Flipkart, and Canva. 

• Quiddity’s “Who is Ready” series of insights aims to objectively identify names listed on the Tokyo Stock Exchange that are potential additions to the TOPIX Index in future.
• Japan Eyewear Holdings (5889 JP), FIT EASY (212A JP), and Tekscend Photomask (429A JP) were included in the TOPIX index at the end of November 2025.
• Bengo4.Com Inc (6027 JP) recently announced a Section Transfer to the Prime market which means there will be a TOPIX inclusion at the end of January 2026.

• Business Breakdowns is a series diving deep into a single business
• Doximity is a B2B media business for medical professionals
• Community engine, social network, and tools make life easier for medical professionals

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

• Note is a Japanese content platform capitalizing on the burgeoning creator economy, demonstrating a remarkable turnaround from significant losses to profitability, driven by accelerating revenue growth.
• The company exhibits classic platform characteristics with extremely high gross margins and a scalable business model, but faces intense competition in the crowded digital content space.
• Valuation appears stretched, with high multiples on current earnings, indicating that the market has priced in substantial future growth and successful monetization expansion.

This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

• Back on October 24th we forecastedSamsung Electronics (005930 KS)‘s pullback. Samsung pulled back 1 week after, ended in the support BUY zone we predicted and rallied higher from there.
• Now, fast-forward to December 8th, Samsung Electronics (005930 KS) is getting very close to the previous top at 112,400. Our model says the stock is overbought. 
• Double top? Not necessarily, but in the short-term the stock is about to pullback again. Our analysis tries to identify when the pullback can happen and where to enter LONG.

• Akamai Technologies, Inc. reported strong financial performance for the third quarter of 2025, demonstrating positive growth across several key areas.
• The company recorded total revenue of $1.055 billion, marking a 5% increase year-over-year as reported, and a 4% increase in constant currency.
• This growth was driven largely by their Cloud Infrastructure Services (CIS) which saw a 39% rise in revenue year-over-year, indicating robust demand and solidifying Akamai’s position in the cloud services sector.

• Meta Platforms, Inc. recently reported robust third-quarter results, marked by significant growth and notable strategic advancements in artificial intelligence (AI) and augmented reality (AR).
• The company saw strong user engagement across its family of apps, with more than 3.5 billion active users daily and Instagram surpassing 3 billion monthly active users.
• Mark Zuckerberg pointed to the growing traction of Threads, boasting 150 million daily active users, as an indicator of strategic success.

• Verizon Communications Inc.’s third-quarter 2025 earnings report highlights several key aspects of its current business trajectory.
• The company has undergone leadership changes, with Dan Schulman stepping in as the new CEO, bringing extensive experience from the technology and telecommunications sectors.
• Verizon appears to be at a pivotal moment, aiming to capitalize on its robust network infrastructure while acknowledging that previous strategies have not fully leveraged its potential for customer growth and shareholder value.

• BCE Inc.’s recent earnings call reveals both the challenges and opportunities the company is encountering as it navigates the telecommunications landscape in Canada and beyond.
• The strategic initiatives and financial results reflect BCE’s adherence to a robust plan for growth and operational efficiency, yet also showcase areas where further focus is necessary.
• On the positive side, BCE’s strategic alignment around its core assets in fiber, wireless, media, and enterprise are clearly paying dividends.

• BTQ Technologies: Securing Crypto’s Future Against the Quantum Threat. The report argues that quantum computing poses an imminent and existential threat to Bitcoin and all digital assets secured with ECDSA.
• Quantum computers—particularly when capable of running Shor’s algorithm—will be able to reverse Bitcoin’s public keys into private keys in hours or minutes, making billions of dollars of crypto vulnerable to theft.
• The threat is accelerated by real-world developments from IBM, Google, IonQ, and government-level investment into quantum hardware.