The Week That Was in ASEAN@Smartkarma - Grab's Moving Fast, Kalbe Farma Innovates, and SATS Rights
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Grab (GRAB US) - Moving Towards Steady State
Grab's 4Q2022 numbers late last week made encouraging reading with revenues exceeding expectations significantly despite slow GMV growth in the...
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Grab Follows Suit with GoTo and Accelerates Profitability Timeline
Grab reported 4Q22 earnings and brought forward breakeven timeline to 4Q2023 from 2H2024 earlier similar to its competitor GoTo. The company is...
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GoTo Accelerates Profitability Timeline but We Are Not Yet Convinced
GoTo announced last week that it is accelerating its profit targets to achieve positive adjusted EBITDA by 4QFY2023. We think aggressive cost...
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TVS Supply Chain Solutions Pre-IPO - Profitability Might Have Been COVID-Driven
TVS Supply Chain Solutions (1915741D IN) is looking to raise about US$500m in its upcoming India IPO. TVS SCS is an Indian supply chain logistics...
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