SenseTime IPO: Valuation Insights
Our valuation analysis suggests that the IPO price is unattractive. We would give the IPO a pass. Pricing is expected on 10 December with a listing...
336 Views
The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
211 Views
Alibaba Management Shake-Up: Long-Time CFO Maggie Wu Replaced, No Panicking Necessary
Maggie Wu is replaced by her protégé, Toby Xu. This seems like an indication that the top management is still happy with how financials are...
324 Views
DiDi Chuxing: Delisting - Relisting + US$20bn Lockup Expiry = Big Mess
On 2nd Dec 2021, Didi announced that it would look to delist its ADRs from NYSE and it would seek a listing on HKSE. The company also has US$20bn...
392 Views
Bukalapak (BUKA IJ) - Empowering Mitra and Creating Shopfronts
Bukalapak (BUKA IJ) looks to be misunderstood by retail investors, presenting an opportunity after the post-IPO correction, with a number of new...
320 Views