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INSIGHT PROVIDER
Rising
Andrei Zakharov
Covering IPOs, Healthcare and Technology Stocks
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Location:
Cyprus
Joined:
24 June 2020
184
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70.6k
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Information Technology & Energy
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Equities
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Equity Capital Markets
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Recent
bullish
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Games Global
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09 May 2024 03:40
Games Global IPO: Strong Profitability and Impressive Portfolios of IGaming Content
The Isle of Man-based Games Global targets ~$2B IPO valuation. I like the company’s strong profitability/cash flow profile and see upside potential...
Andrei Zakharov
81 Views
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bullish
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ZEEKR
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05 May 2024 02:49
ZEEKR IPO: Attractive ~$4.8B Midpoint Valuation Offers At Least 30% Upside
ZEEKR plans to price its IPO in May and my analysis suggests that attractive ~$4.8B midpoint valuation offers at least 30% upside vs. IPO price of...
Andrei Zakharov
407 Views
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bullish
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Darktrace
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04 May 2024 01:53
Bright Day For Darktrace: Thoma Bravo Adds Cybersecurity Unicorn To Its Portfolio
British cybersecurity unicorn Darktrace agreed sale to PE firm Thoma Bravo for ~£4.3B or 620p/share. In my insight I discuss valuation analysis of...
Andrei Zakharov
387 Views
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bullish
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Hesai Group
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29 Apr 2024 02:48
Hesai Group: Time To Cover Shorts As The Stock Found A Bottom and Delisting Risk Is Real
Hesai Group priced its IPO at $19/ADS in February 2023 and shares have materially underperformed Nasdaq and S&P 500, with shares down ~77% vs. IPO...
Andrei Zakharov
245 Views
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bearish
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ZEEKR
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24 Apr 2024 00:55
ZEEKR IPO Valuation Update: Likely To Price IPO Below Last Round Valuation of ~$13B
ZEEKR restarted US IPO in April and plans to raise up to $500M. I’m cautious about buying into ZEEKR IPO as EV stocks have significantly...
Andrei Zakharov
335 Views
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