Airbnb IPO - Peer Comparison and Valuation - Smaller but Nimbler, Possible COVID Winner
Airbnb aims to raise up to US$3.1bn in its US listing. Even at the revised price range, the stock is still at a discount to booking.com.
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Tencent Holdings – After The Speech
TENCENT HOLDINGS: Reserve Bank of Australia indicated that the status-quo for BNPL is likely to continue – which is a significant positive for...
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The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
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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2021 High Conviction: Long Tencent as All Competitors Are in Trouble
Tencent is not an overheated company riding on the home quarantine. All the competitors to all Tencent's business lines are in trouble. These...
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TRACKING TRAFFIC/Three Suggested Pair Trades in Travel, Express & Shipping
We're introducing a monthly pair trade idea product to go along with our monthly products covering Chinese travel and tourism, Chinese express, and...
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