Grab (GRAB IJ) - Moving Forward on a Number of Fronts
Our recent update with Grab (GRAB US) management revealed a number of interesting product-led initiatives that will drive future growth and...
716 Views
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
580 Views
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
476 Views
Bukalapak (BUKA IJ) - Opportunity from Adversity
Bukalapak saw some dramatic improvements in both take rates and contribution margins in 3Q2022, with more to come in 4Q2022 and beyond, from both...
497 Views
ECM Weekly (18th Dec 2022) - China ADRs, Skymark, Daiei, Weilong, KFintech, Sula, Endeavour, Adani
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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