Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation
Our SOTP valuation implies significant downside to Grab’s pro-forma valuation of the proposed SPAC deal even after assigning generous target...
652 Views
SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
472 Views
Grab SPAC Deal: Delivering the Goods
Grab has announced a SPAC merger with Altimeter Growth Corp which values Grab at a post-money market cap of $39.6 bn. We think that Grab has strong...
359 Views
The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
253 Views
Grab - Biting the Bullet with a SPAC Listing?
A SPAC listing for Grab is a quick path to market, which given potential risk factors ahead may be opportune timing wise
581 Views