GoTo: Growth in Top Line Doesn't Mean Improvement in Profitability
Though GoTo's gross income saw strong growth in 1Q2022, gross margins show no improvement alongside worsening operating losses. Operating costs are...
340 Views
Softbank Group - Didi Relief and ZME Pain Highlight Multiple Potential Outcomes
Good news on Didi and recent gains for Coupang and Goto highlight the potential for Vision Fund companies to re-rate although the delisting of...
379 Views
The Week That Was in ASEAN@Smartkarma - Philippines & Marcos, GoTo's Direction, and Bank Danamon
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
292 Views
ECM Weekly (5th June 2022) - Tsingtao, Woodside, Digital Tel, CALB, Scivita
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
717 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
247 Views