The Week That Was in ASEAN@Smartkarma - Siloam Intl Hospitals, BliBli & Djarum, and Delfi Ltd
The past week saw insights on Siloam International Hospitals (SILO IJ), Global Digital Niaga (BELI IJ), Delfi Ltd (DELFI SP), Bangkok Bank (BBL...
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Swiggy Pre-IPO - The Negtives - Neither Food nor Quick Commerce Was the Largest Revenue Driver
Swiggy is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Swiggy Pre-IPO - The Positives -Fast and Diversified Growth
Swiggy Limited is planning to raise around US$1.25bn through its upcoming India IPO. In this note, we talk about the positive aspects of the deal.
344 Views
Lalatech IPO | Review of H124 Financials & Operating Stats | Strike While the Iron Is Hot-Ish?
Lalatech's top-line growth moderated in H124, and gross margin dipped slightly. But tight OpEx control remains in place. We believe the company may...
501 Views
GoTo Gojek Tokopedia(GOTO IJ) - Lifting Clouds
Alibaba's agreement to lock up its GOTO stake for 5 years in exchange for using Alibaba Cloud services lifts a share price overhang, aligning...
353 Views