Softbank Group - Semiconductor Weakness Expands Discount
The discount to fair value has expanded by 4pp in a week as tech weakness not only reduces net asset value but also raises concerns on an IPO of...
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GoTo (GOTO IJ) - Ploughing a Path to Profitability
GoTo's guidance for 2Q2022 is positive and it should be boosted by higher commission rates plus continuing synergies across the group, helping to...
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Getir: Turnover Is Vanity, Profit Is Sanity, And Cash Is Reality
Getir's valuation just reached $12 billion in March this year. But, behind the fancy price tag, what are the challenges brewing in the sector? What...
534 Views
Vertex Technology Acquisition Corporation Ltd Tear Sheet - Singapore’s First SPAC Listing
Vertex Technology Acquisition Corporation Ltd (VTAC) aims to raise around US$126m via Singapore’s first SPAC listing. VTAC is backed by Vertex,...
581 Views
Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
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