HSBC Life Singapore Sale: Which Bidder Is Likely Going to Win?
HSBC Life Singapore reported to have selected three bidders for binding bids. But, the valuation ask likely tilts the playing field in Sumitomo...
467 Views
2026 High Conviction: Ping An to Re-Rate if Growth/Recovery Continues
Despite decent share price performance this year, Ping An remains a laggard among other Chinese insurance stocks. It warrants a re-rating if its...
782 Views
Tencent's Uzbekistan Bet: The Beginning Of "Digital Silk Road"?
After a decade of building roads and railways across Central Asia, China's Belt and Road Initiative enters its digital phase and Tencent's bet on...
1.6k Views
Coinbase 2025 High Conviction Call Update: Limited Near-Term Upside from Current Valuation
COIN's evolution to non-transaction revenue commands premium multiples, but SOTP analysis shows current market capitalization offers limited near...
511 Views
FWD IPO Valuation: Intangible Assets Is the Key (Vs. Peers)
FWD has higher-than-peers intangible assets. Hence, using embedded value might be fairer than book value to assess its valuation vs. peers. On a P...
613 Views