EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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Rate Hike for ZTO? If Most Leading Express Carriers Refuse to Follow, Don't Bet On It
Shares of ZTO climbed almost 15% last week on news that the company and its so-called "network partners" plan to raise shipping rates in November...
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Hello, HelloFresh: German Meal-Kit Firm's Flexible, Asset-Light Model Bests Blue Apron's Approach
Introduction: Hello, HelloFreshBerlin-based meal-kit company HelloFresh plans to list in Frankfurt soon, and hopes to raise as much as 300 mn Euros...
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Smartkarma: ECM Coverage Weekly Update (14 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Buckle up! We are in...
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Sea Ltd IPO Review - E-Commerce Constitutes 64% of SOTP Valuation
Sea Ltd (SE US) is raising approximately US$600m in its upcoming IPO.In our previous insight, Sea Ltd IPO Review - A Pure Exposure to SE Asia’s...
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