Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
493 Views
Rakuten (Neutral) - A Surprising Win with Goto Although Its Mobile Challenges Remain
The IPO of Goto was a win for Softbank Vision Fund but Rakuten has also come out well surfacing ¥13bn in value from early stage investments and...
417 Views
SEA Lock-Up - Tencent Is once Again About to Be Free to Trim Its US$8bn Stake
Tencent sold US$3bn worth of SEA shares in Jan 22. The rest of its stake was locked up for six months, which will soon be over.
1.1k Views
The Week That Was in ASEAN@Smartkarma - Grab's Maps, Kino's Beverages & Beauty, and ThaiBev's BeerCo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
385 Views
SOCAR IPO: Another Absurd Valuation
This post details the terms of the SOCAR IPO and discusses the irrational valuation done by the bankers, considering that the IPO prospectus...
543 Views