The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
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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Weekly Innovation Review (WIRE) #40
Headline Developments Apple (AAPL) and Goldman Sachs (GS) are reportedly partnering to launch a buy now, pay later (BNPL) service through Apple
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DiDi Global IPO: Trading Debut
Didi has priced its IPO at $14 per ADS and sold 10% more ADSs than planned. Our relative valuation and SoTP valuation suggests a full price. We...
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DiDi Global IPO: Valuation Insights
Our SoTP valuation is $13.96 per ADS, which is a 3.4% upside to the mid-point of the IPO price range of $13-14 per ADS. Consequently, we think that...
517 Views
Xiaoju Kuaizhi (Didi Chuxing) IPO: Growth Vs Margin
We examine the key financial metrics of Didi to the relevant business units of its peers. Overall, in combination with the ongoing regulatory...
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