Weekly Innovation Review #33
Headline Developments China is looking to continue its rout on crypto, pushing for the suspension of some crypto mining operations late last week. ...
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The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
199 Views
The Transcript 05.10.21: Pent-up Demand
The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...
261 Views
Weekly Innovation Review (WIRE) #30
Headline Developments The battle is on between Fortnite developer Epic Games (private) and Apple (AAPL) - a David and Goliath case which, in a...
206 Views
Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation
Our SOTP valuation implies significant downside to Grab’s pro-forma valuation of the proposed SPAC deal even after assigning generous target...
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