bearish
Full Truck Alliance Valuation Analysis
302 Views17 Jun 2021 03:25
Our base case valuation of Full Truck Alliance is implied market cap of $17.7 billion or $17.1 per share. Given the lack of upside relative to the IPO price range, we would pass on this deal.
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Pre-IPO ESG Analysis of Full Truck Alliance: Strong ESG Profile... But With One Potential Landmine21 Jun 2021
- Full Truck Alliance Valuation Analysis17 Jun 2021
- Full Truck Alliance IPO: Valuation Insights16 Jun 2021
- Full Truck Alliance IPO Preview05 Jun 2021
- Full Truck Alliance IPO: In Early Stage of Monetisation04 Jun 2021
x