Zomato Pre-IPO - Food Delivery Revenue Was Probably up 16x
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
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Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
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Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
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Zomato Pre-IPO - Filings Lack Narrative, a Little Bit of History Helps
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
347 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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