This article is useful for readers who have little idea on how Teclo’s work and would like to get to know them better. The goals of this article is to breakdown Starhub’s different business lines and explain each of them in detail. There is a comp table at the bottom. Starhub’s business is split into its consumer and enterprise units Consumer Division – 51% of … Continue reading Understanding Stahub’s Business Model

At the end of 2019, Frost and Sullivan were commissioned by SCG Packaging to do a report on the Packaging Industry in Southeast Asia. Below, you will find below a detailed breakdown of the different segments within the Packaging Industry. Summary Understanding the different Packaging Markets and the value chain Forestry and Pulp Market Corrugating Packaging Market Plastics Packaging Market Food & Beverage Packaging Market … Continue reading The Southeast Asia Packaging Industry

The quarantines, curfews and lockdowns brought up by the pandemic have restricted movement and travel both domestically and internationally. This has weighed heavily on private consumption. The uncertainty has also weighed on both external and internal (Capex) investments.Businesses revenues have plunged and have led to a rise in unemployment figures, setting the stage for the economic crisis that we are facing today. Summary– Real GDP … Continue reading The Impact of COVID on South East Asia

Recently Temasek Holdings purchased a stake in Secret Lab for $200-$300 million. This got me wondering how they would price such a company in such a niche market (with relatively limited comps). Armed without the financial information of Secret Lab, I decided to try to find the Total Addressable Market for Gaming Chairs. Market Sizing based on Age Group A Gaming Advocacy Group, the Entertainment … Continue reading Analysing the Market Share of Gaming Chairs – After Temasek Unit Buys a stake in Secretlab

Eldorado Resorts is buying Casers Entertainment Corp for about $8.58 billion that will create the largest U.S. gaming operator, as it looks to take on larger companies such as Las Vegas Sands and Wynn Resorts. The agreed equity value of $12.75 a share, a mix of cash and Eldorado stock, represents a premium of about 28% to Caesers 21st June 2019 closing price. Including the … Continue reading With Eldorado Resorts buying Casers Entertainment Corp, the combined debt will skyrocket

The Realreal is curating the world’s largest and most trusted marketplace for authenticated luxury. Joining a list of companies trying to use e-commerce to upend the market for selling secondhand goods. The RealReal accepts designer handbags, watches, clothes and other items from consignors. It inspects each item before listing it for sale on its website and eventually shipping it off to the buyer, taking a … Continue reading After a $300million IPO, The Realreal rose as much as 50% in its first trading day.

DouYu International Holdings Ltd. is a Chinese video-game live-streaming platform backed by social media and gaming giant Tencent. Think of the American version of Twitch, which is owned by Amazon. Fun fact, DouYu stands for Fighting Fish 😊 DouYu is one of China’s top two video-game live-streaming platforms. Its largest competitor, Huya Inc went public in the States over a year ago. Huya currently has … Continue reading Chinese version of Twitch, DoYou.com looks to IPO again.

Robert Bosch is a German multinational engineering and technology company. Bosch is mostly known for its consumer goods products (household appliances and power tools). Their other core operating areas are spread across three business sectors; mobility (hardware and software), industrial technology (including drive and control) and energy and building technology. They plan to sell their packaging technology division to global buyout firm CVC Capital Partners … Continue reading Robert Bosch & CVC Capital Partners follow the wave of consolidation in the packaging industry

Brookfield Asset Management Inc. and Endesa SA are among companies weighing bids for a package of EDP-Energias de Portugal SA electricity assets that could fetch about 2 billion euros ($2.3 billion).The bids are expected for about 2 gigawatts of hydroelectric power projects in Spain and Portugal. Brookfield Asset Management Inc. is an alternative asset management company. It has around $330 billion of assets under management, … Continue reading As EDP continues divesting, Brookfield Asset Management steps in with 2 billion Euros

Energean Oil & Gas Plc, an international oil and gas exploration and production company has agreed to buy the oil and gas business of Electricite de France SA’s Italian unit for as much as $850 million. Électricité de France S.A, also known as EDF, is a French electric utility company largely owned by the state and they operate a diverse portfolio in all continents. While … Continue reading Energean makes timely acquisition