IPO - Zebit Inc., page-15

I like this one purely because it’s got exposure to two “hot” sectors that are benefiting from Covid. Online market places - look at Temple Webster and Kogan performance from March. Insane growth and share price appreciation. Similarly, Look at BNPL sector - leaders like APT and ZIP growing strongly in the US and share price also responding accordingly . In March APT was sold down to $9 and today hit $100!!!
also, due to temporary weakness in the market the ipo was repriced to 0.75 times FY21 revenue. This is cheap. I expect to see this one run a bit in the coming months .