Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
• A semi-deep dive into the CPaaS market: why is it popular and how it works? • Twilio: BoB provider with developer tailwinds will extend its market leadership and valuation still looks attractive. • Cloopen Group Holdings: Chinese market dynamics are not as favourable to scale a cloud-based business and shifting from CCaaS to CPaaS offers less leverage than vice versa – Twilio’s path. • Agora: startup exposure should benefit from post-pandemic economic recovery. • Kalerya: skepticism over the...
Agora Inc. (API US) is looking to raise up to US$431m in its upcoming IPO with concurrent placement. The company runs a platform that provides developers with Application Programming Interfaces (API) to embed real-time video, voice and messaging functionalities into their application without having to build it from scratch themselves. We think that the lack of disclosure and potentially high churn of customers (mentioned in previous note) are causes of concern that the current valuation at I...
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