Softbank Group - Early Read on Q4 Portfolio Performance
Portfolio losses were steep and may very well exceed the record quarterly erosion set in Q2 as well-known public losses are matched with private...
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ECM Weekly (3rd Apr 2022)- JD, Tencent, Prosus, One Store, SK Shieldus, FWD, Ferretti, Recbio, Belle
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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GoTo IPO - A Finely Tuned Balance
Valuations are challenging but GoTo represents the best proxy for the Indonesian digital economy given its broad and unique exposure to key...
352 Views
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
Bukalapak (BUKA IJ) - Building a Warchest of Ecosystems
We continue to focus on the improving fundamentals of Bukalapak and its growing ecosystem and would use any short-term trading anomalies to...
409 Views