The Week That Was in ASEAN@Smartkarma - Sea Ltd's Indian Odyssey, GoTo IPO, and Cisaru Modern Dairy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
325 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
293 Views
Bukalapak (BUKA IJ) - Building a Warchest of Ecosystems
We continue to focus on the improving fundamentals of Bukalapak and its growing ecosystem and would use any short-term trading anomalies to...
428 Views
GoTo Vs Bukalapak Vs Grab Vs Sea
GoTo has extended its book build for a $1.3 billion IPO to 24 March. In this note, we compare GoTo vs Bukalapak, Grab and Sea's relevant businesses...
684 Views
GoTo Gojek Tokopedia IPO: Valuation Insights
Our valuation analysis suggests that the price range is aggressive and unattractive. We would give the IPO a pass. Books will close on 21 March....
539 Views