Alibaba: Hitting the Brakes Hard
With equity markets near a breaking point and no change in investor sentiment towards Alibaba, an earnings miss in 3QFY22 could be potentially more...
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GOGOX IPO Initiation: A Less than Perfect Delivery
GOGOX is pre-marketing an HKEx IPO to raise US$200 million, according to press reports. We believe that the fundamentals are unattractive and we...
407 Views
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...
251 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...
329 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...
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