Pop Mart Lock-Up Expiry - US$5bn Worth of Shares Will Come off Lock-Up
POP MART (POP HK) was listed in Dec 2020 when it raised around US$674m, by selling 9.8% stake. In this note, we'll talk about the upcoming lock-up...
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Full Truck Alliance Pre-IPO - The Negatives - Still a Mixed Bag
Full Truck Alliance (YMM US), China’s largest digital freight platform by gross transaction value, aims to raise up to US$1.5bn via a US listing....
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Full Truck Alliance Pre-IPO - The Positives - Category Leader
Full Truck Alliance, China’s largest digital freight platform by gross transaction value, aims to raise up to US$1.5bn via a US listing. It is...
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Tencent Holdings – Shot, Score!!
TENCENT HOLDINGS: The RBA released a Retail Payments Review discussing among other items the BNPL model. The RBA concluded that it will not require...
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The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
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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