Softbank Group - A Very Bad Week as China Drives NAV Weakness and Discount Round Trip
Softbank's value is still tied to Alibaba and other China investments even with a robust buyback. NAV is the lowest since July 2020 and the...
603 Views
Grab SPAC Listing: Avoid the Ride
Though Grab's SPAC listing would offer an opportunity to grab a share of the growing SEA market, Grab's financials do not justify its hefty...
429 Views
Grab SPAC Listing - Still Firing on Only One Cylinder - Lit by Consumer Incentives
In Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp (AGC US) at an equity valuation of...
323 Views
2 SoftBank-backed companies getting an early Christmas present
Two SoftBank-backed tech companies, Better (merging with AURC) and Grab (merger with AGC approved today), are about to receive a major capital...
278 Views
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
220 Views