ECM Weekly (13th Mar 2022)-Arrail, Aquila, Propguru, Ferretti, Jinmao, Nio, Fabindia, Hyu Hvy, Cosmo
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 (GRAB US) - A Rough Ride for Now but Smoother Terrain Ahead
Grab's recent results looked encouraging in terms of headline GMV but the higher driver and consumer incentives hit revenues and profitability...
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Grab Earnings Preview: Recovery Ahead
We expect Grab’s earnings to start recovering from 4Q2022E onwards with recovery in mobility segment as economies fully reopen in the SEA region....
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Smartkarma Originals
GoTo Tearsheet - Accounts for 2% of Indonesia's Economy
GoTo, is an Indonesian holding company, was formed in May 2021 as a result of a merger between Gojek, leading player in ride hailing, and...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
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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