The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
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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Grab (GRAB US) - Living in an Ethereal World
Grab's1Q2023 made for positive reading with rapid revenue growth and a quickening of progress towards profitability. Too much time dwelling on...
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ECM Weekly (21st May 2023) - Alibaba, Cainiao, Baba Cloud, Nexus, DXN, Growatt, Rakuten, JD Ind
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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Grab: Strong Earnings Beat Fails to Impress Market as Growth Rates Decelerating
Grab’s share price dropped by about 15% despite earnings beating consensus. Growth rates have started falling and aggressive profit targets have...
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Pertamina Hulu Energi Early Look - The Negatives - Past Growth Record Seems Lackluster
Pertamina Hulu Energi is looking to raise around US$1bn in its upcoming Indonesia IPO. In this note we talk about the not so positive aspects of...
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