Softbank Group - Tough Week for VF as Public Portfolio Falls $6bn over Two Days
Vision Fund's public portfolio has been hammered on weakness at Grab, Coupang and WeWork and QTD losses are approaching the record level from Q2...
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Grab Earnings Preview: Recovery Ahead
We expect Grab’s earnings to start recovering from 4Q2022E onwards with recovery in mobility segment as economies fully reopen in the SEA region....
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The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
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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SBI Sumishin Net Bank Pre-IPO - The Negatives - It’s Not Really a Digital Lender
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. In this note, we talk about the not so positive aspects...
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SBI Sumishin Net Bank Pre-IPO - The Positives - Past Growth Has Been Decent
SBI Sumishin Net Bank (SSNB) will be looking to raise around US$1.1bn in its upcoming IPO. It will be the first digital bank listing in Japan.
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