The Week That Was in ASEAN@Smartkarma - Grab, Emtek, and a Digital Game of Thrones
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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ECM Weekly (18th April 2021) - ByteDance Zhaoke, We Doctor, Medlive, Bio-Thera, Grab, Ngern Tid Lor
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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Grab: SOTP Suggests Steep Discount to Proposed SPAC Valuation
Our SOTP valuation implies significant downside to Grab’s pro-forma valuation of the proposed SPAC deal even after assigning generous target...
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Grab SPAC Deal: A Sensible Super-App Valuation?
Grab's implied multiples are eye-watering in comparison to global peers related to its businesses. When judged against other global super-apps,...
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SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
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