The Week That Was in ASEAN@Smartkarma - United Tractors, Grab's Listing, and GoTo IPO
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
254 Views
Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky
Alibaba announced plans to focus on SEA e-commerce amid growth concerns. We examine a blue sky scenario for the planned expansion and associated...
422 Views
Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
411 Views
Full Truck Alliance Lock-Up Expiry - In Similar Delisting Boat as Didi. 60% of Stock up for Lock-Up
Full Truck Alliance (FTA), China’s largest digital freight platform by gross transaction value, raised around US$2bn in its US listing in Jun 21....
332 Views
The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
209 Views