Alibaba HK Listing Bear View: HK Raise Will Worsen the past Poor Capital Allocation
Alibaba Group Holding (BABA US) has launched a $13.4 billion secondary listing in Hong Kong with the shares expected to be priced around 20...
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Walgreens Boots Alliance: KKR Offers to Take the Drugstore Giant Private
It was reported by Bloomberg on Monday (11th November) that Walgreens Boots Alliance (WBA) was offered a buyout deal by private equity firm KKR....
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Alibaba HK Listing: Do the Fundamentals Stack Up?
Alibaba Group Holding (BABA US) is planning a secondary listing in Hong Kong to raise 10-15bn USD with the company (Source: Reuters). In this note,...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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The Diwali Week That Was in ASEAN@Smartkarma - Indonesia's Cabinet, Keppel Corp, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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