Aquila Acquisition Corp (7836 HK): ZG Group’s Punchy Valuation
ZG has a questionable business model, struggling to generate profits or underlying FCF. Our valuation analysis suggests that ZG's negotiated value...
501 Views
VNG Pre-IPO - Local Peers Comparison
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about local...
430 Views
ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
445 Views
Smartkarma Originals
ASEAN Fintech Unicorns: Serving the Unbanked and the Underbanked
Fintech in ASEAN has potential with over 70% of the population unbanked/underbanked. We have explored ASEAN Fintech landscape and three key...
733 Views
ARM Holdings Pre-IPO - Thoughts on Valuations
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings' US IPO. In this note, we talk about valuations.
426 Views