Grab (GRAB US) - Mapping Out a More Prudent Future
Grab continues to innovate and adapt to more challenging times, with a focus on moving toward profitability with ongoing efforts to reduce...
404 Views
PT Surya Citra Media Tbk (SCMA IJ) - A Vote of Confidence in Vidio
Surya Citra Media looks cheap relative to its holding in Vidio, which is worth 71% of its market cap, and it's trading at a decent discount to its...
370 Views
GoTo: Growth in Top Line Doesn't Mean Improvement in Profitability
Though GoTo's gross income saw strong growth in 1Q2022, gross margins show no improvement alongside worsening operating losses. Operating costs are...
338 Views
ECM Weekly (5th June 2022) - Tsingtao, Woodside, Digital Tel, CALB, Scivita
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
714 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
244 Views