The Week That Was in ASEAN@Smartkarma - Indonesia's COVID Gamble, Industrial Gas, and Bukalapak
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
136 Views
Didi IPO: Forecasts, Peer Comparison and Valuation
Didi’s IPO is fairly valued at the indicative IPO price range compared to its peers Uber, Lyft and Grab who are trading at higher EV/Revenue...
422 Views
DiDi Global IPO: Valuation Insights
Our SoTP valuation is $13.96 per ADS, which is a 3.4% upside to the mid-point of the IPO price range of $13-14 per ADS. Consequently, we think that...
506 Views
DiDi Chuxing IPO - At Fair Value, with Partial Lock-Up and Index Inclusion Pulling It Either Way
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$4bn in its US listing. It is backed by Softbank...
414 Views
DiDi Chuxing Pre-IPO - Peer Comparison
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise around US$10bn in its US listing. It is backed by Softbank...
282 Views