Softbank Group - Q3 21 Results Reaction: ARM IPO Pivot Is the Big Reveal
SBG will pivot to an ARM IPO after confirmation the NVDA sale was off. It continues to invest aggressively at VF2 with little to spare for...
255 Views
Huitongda IPO - Valuation
The valuation looks cheap compared to peers on the surface, but when compared after considering Huitongda’s 1P exposure its at a significant...
331 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
220 Views
Vedant Fashions IPO - Dominant Position in a Small Niche but Appears Pricey
Vedant Fashions is looking to raise up to US$420m in its India IPO. In this note we will talk about the company background and run the deal through...
225 Views
Huitongda (汇通达) IPO - Not the Right Price
Huitongda (9878 HK) is looking to raise up to US$318m in its Hong Kong IPO. Huitongda (HTD) is a leading commerce and service platform serving...
318 Views