Delhivery IPO - Peer Comparison, What It Gains in Growth It Gives up in Margins
Delhivery is now looking to raise around US$700m in its upcoming India IPO. In this note, we will undertake a peer comparison.
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The Week That Was in ASEAN@Smartkarma - Astra International, Bluebird Taxi, and Keppel Restructuring
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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ECM Weekly (2nd May 22) - LIC, Shieldus, One Store, Campus, Rainbow, Kakao Pay, Uju, GoTo, Zhongyuan
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Bukalapak (BUKA IJ) - Higher Take Rates and Better Quality Growth Ahead
Bukalapak (BUKA IJ) looks like an increasingly interesting way to play the Indonesian digital economy with an expanding ecosystem and increasing...
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Singapore Travel: Back to Live!
The reopening in Singapore is real and nearer to the pre-COVID-19 condition or back to normalcy. Tourism-related names such as SATS, SIA,...
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