SEA EConomy - A Squall in 2022 with Rough Seas Ahead
Major digital players in South-East Asia will release 3Q results next month with all eyes focused on take rates, contribution margins, and Adjusted...
266 Views
GoTo: Lock-Up Expiry and a Coordinated Secondary Offering – Further Downside to Share Price Likely
Despite a secondary offering to prevent a crash in share price following lock-up expiry, given the size of the secondary offering (about US$1bn),...
311 Views
GoTo Lock-Up: A Sizeable Secondary Offering Incoming
The lock-up of 89.63% of shares expires on 30 November. The shares are fairly valued at the last close, but the sizeable secondary offering (US$1bn...
251 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
183 Views
ECM Weekly (23rd Oct 2022) - Giant Biogene, Blibli, Bionote, Fusion Micro, Mitsubishi Estate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
455 Views