Indonesian Digital Banks - Ecosystems and Channels
Indonesian Digital Banks are an increasing focus for investors with the potential to serve the huge numbers of underbanked in Indonesia through...
3.9k Views
Sea Ltd (SE US) - Navigating Challenging Waters With Sails Set
We will not follow on the coattails of liquidity with a negative recommendation when what management is doing looks positive and Sea Ltd (SE US) is...
604 Views
Grab IPO Lock-Up - Over 60% of the Stock Worth Nearly US$8bn Comes Free
Grab raised around US$4.5bn in its de-SPAC listing in Dec 2021. The shares are now trading around 68% below the listing price. The lockup release...
1.7k Views
GoTo May Not Be So Expensive, If You Own It Through Beenos
Beenos owns 3.545bn shares of GoTo with a lock-up period of 8 months and at the IPO price, the company’s ownership share would be valued at around...
552 Views
Grab 4Q2021: Heavy Spending on Customer and Driver Incentives Hurts Earnings
Grab's first post-IPO results was disappointing as both revenues and margins dropped due to heavy spending on customer/driver incentives. Share...
494 Views