Is Grubhub’s Uncertain Future Opportunity for Uber?
We think TKWY's fumbling of the Grubhub acquisition is an opportunity for Uber to revisit a strategically sound combination proposed in 2020...for...
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Socar IPO Valuation Analysis
Our base case valuation of Socar is target price of 27,967 won, which is 18% lower than the low end of the IPO price range of 34,000 won. Given the...
387 Views
SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
1.1k Views
Socar IPO Preview
Socar, the largest car sharing platform in Korea, is getting ready to complete its IPO in KOSPI. The IPO base case offering size is from $120...
541 Views
Grab (GRAB US) - Mapping Out a More Prudent Future
Grab continues to innovate and adapt to more challenging times, with a focus on moving toward profitability with ongoing efforts to reduce...
423 Views