The Week that Was in ASEAN@Smartkarma - Unicorns & Super Apps, SCG Packaging, and Thai Banks
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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Softbank – The Uber Holding Should Be in the Spotlight Again
As Uber and Lyft battle AB5 in California, Prop 22 which will have voters decide on the classification of their drivers as independent contractors...
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DiDi Has Merged Its Way Through- Time for an IPO?
It was reported on last week that DiDi Chuxing (1284375D CH) plans to go public, allowing existing investors want to cash out during a difficult...
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Amazon's COVID-19 ESG/CSR Blunders Are Fast Becoming Real Investment Risks
One of the challenges in taking an "alpha-first" approach to ESG investment research is that it isn't always possible to make the connection...
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Uber and Lyft 1Q Analysis: Lyft Reports Better Results Without an Eats Business
Uber (UBER US) and Lyft Inc (LYFT US) released their 1Q results last week. In this insight, we compare the 1Q performance of the two companies.Our...
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