Softbank Group - A Surplus of VC Cash Could Re-Energize Vision Fund’s Investment Pace
We have expected the closure of the public/private valuation gap to eventually drive a renewed pace of investment but competition for deals may...
327 Views
PropertyGuru SPAC Lock-Up - Two PE’s with a US$450m Stake Are Stuck with a Liquidity Conundrum
PropertyGuru mergered with Bridgetown 2 SPAC in Mar 2022. Its 180-days lockup will end soon freeing its two large PE shareholders.
435 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware SSSG Turns Up, United Tractors, and CPALL
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
236 Views
ECM Weekly (4th Sep 2022) - China ADRs, Tencent, Leapmotor, Onewo, Hongjiu Fruit, Doosan Ener
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
383 Views
GoTo: Profitability Is a Tall Order and in Need of More Cash to Fuel Growth
Operating losses further widened in 2Q2022. The company spends heavily on promotion and S&M to generate orders. Reuters reported that GoTo is...
307 Views