Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
425 Views
Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
397 Views
Zomato Pre-IPO - Filings Lack Narrative, a Little Bit of History Helps
Zomato aims to raise US$1.1bn in its upcoming India IPO. This would be the largest listing in India from the technology sector.
329 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
212 Views
Gojek-Tokopedia Combine Their Businesses to Form GoTo Group; Is an IPO on the Cards?
Indonesian ride-hailing start-up Gojek and e-commerce player Tokopedia announced today that the two entities are merging their businesses and the...
202 Views