The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
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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Delhivery IPO Trading - Anchor Book Was Good but Overall Demand Was Still Tepid
Delhivery raised around US$680m in its India IPO, the company is backed by a host of financial investors, the largest being Softbank. In this note,...
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ECM Weekly (22nd May 22) - JD, LIC, Delhivery, Leapmotor, Vista, Paradeep, Woori, Hyundai Heavy, NIO
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Grab 1Q2022: On a Path to Recovery but Still Has a Long Way To Go
Grab’s 1Q2022 results show that the company’s earnings are recovering with easing of pandemic conditions in the Southeast Asian region after its...
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Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
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