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...
403 Views
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....
306 Views
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...
192 Views
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...
319 Views
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.
310 Views