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...
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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...
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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...
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GoTo Vs Bukalapak Vs Grab Vs Sea
GoTo has extended its book build for a $1.3 billion IPO to 24 March. In this note, we compare GoTo vs Bukalapak, Grab and Sea's relevant businesses...
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