PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Second Time Lucky - Some Food for Thought
PropertyGuru and Bridgetown 2 announced, that they have merge to take PropertyGuru go public in the US. The transaction will value PropertyGuru at...
265 Views
Bukalapak IPO Valuation
We don’t anticipate the Bukalapak IPO to be a multibagger, but there is room for a small upside on trading debut. However, risks rewards are not...
291 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Wave, Del Monte, and Grab's Alliances
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
153 Views
Bukalapak IPO: Revenue Take Rate Moving Up, But Not Fast Enough
We are less worried about competition and Bukalapak’s top line growth prospects, although they should naturally decelerate after growing at a CAGR...
275 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Peak, Mayora Indah, and IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
195 Views