GoTo IPO Lockup Expiry - US$13bn Lockup Release or in Other Words, the Real IPO
In Mar 2022, GoTo raised around US$1bn from what was essentially a domestic Indonesian IPO. Its pre-IPO shareholders will be released from their...
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GoTo: Long-Term Profitability Is Worrying
GoTo reported 3Q2022 results. There has been notable improvement in profitability but we are not certain that this is sustainable as reduced...
358 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
342 Views
Grab: Almost No Price Reaction to a So-Called Strong Set of Results as There Is Much to Prove
Grab reported 3Q earnings before market yesterday. Though there was notable improvement in earnings and upgraded guidance, share price closed flat...
376 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views