Grab - The Fama Factor
The move by Grab and Singtel to take a combined 32.52% stake in Bank Fama, owned by Emtek Group, signals a significant strategic move in digital...
319 Views
Softbank Group - SenseTime Rally Offsets Some of China Weakness but Q3 Vision Fund in the Red
A strong public debut for SenseTime boosted Vision Fund performance after Didi released dismal results but the portfolio is likely in the red for...
427 Views
Grab (GRAB US) - After the Storm
Grab (GRAB US) looks to be on the cusp of a recovery in its mobility business with increasing scope and value-added in both online groceries and...
688 Views
Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
432 Views
DoorDash: Why Is Doordash 14x Sales and Uber 4x?
While we have certainly been wrong to short DoorDash thus far, we are still sure it is mispriced. The question is… how to profit off of this?...
282 Views