Bank Rakyat Indonesia (BBRI IJ) - Ultra-Micro and Digital Aspirations in Place
We are positive Bank Rakyat Indonesia after the announcement of a long-awaited rights issue. We also like Bank Rakyat Indo Agroniaga (AGRO IJ),...
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Zomato IPO Initiation: Emerging Appetites
Zomato is expected to launch its IPO on 19 July to raise up to Rs93.75 billion ($1.3 billion). Overall, we think that Zomato's fundamentals are...
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The Week That Was in ASEAN@Smartkarma - SEA Digital IPOs, Bukalapak, and Bangkok Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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DiDi Chuxing - Double Regulatory Whammy
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, raised around US$4.4bn in its US listing. The company has been at the...
324 Views
DiDi Global IPO: Trading Debut
Didi has priced its IPO at $14 per ADS and sold 10% more ADSs than planned. Our relative valuation and SoTP valuation suggests a full price. We...
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