DiDi Global IPO: Valuation Insights
Our SoTP valuation is $13.96 per ADS, which is a 3.4% upside to the mid-point of the IPO price range of $13-14 per ADS. Consequently, we think that...
517 Views
DiDi Chuxing IPO - At Fair Value, with Partial Lock-Up and Index Inclusion Pulling It Either Way
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise up to US$4bn in its US listing. It is backed by Softbank...
429 Views
DiDi Chuxing Pre-IPO - Peer Comparison
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise around US$10bn in its US listing. It is backed by Softbank...
294 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
132 Views
Mitra Adiperkasa (MAPI IJ) - Mercury Rising
MAPI remains a core proxy for the recovery in consumer spending in Indonesia, which is well-underway, with an increasingly digital edge.
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