GoTo - Enter the Green Dragon
The confirmation of the merger between Gojek and Tokopedia creates an Indonesian digital powerhouse under GoTo Group, which will seek a dual...
360 Views
Airtel Africa Is The Solution For Investors Worried About Visa And Mastercard Valuations
Visa and Mastercard, undoubtedly both great companies but are they good investments right now? I analyse both Visa and Mastercard in detail.
304 Views
Soulgate IPO Initiation: Lost Soul
Soulgate has filed for a Nasdaq IPO to raise proceeds of $100 million. Overall, we think that the negatives in the Soulgate story warrant a pass.
241 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Match 1Q21 Earnings: Looking for an Opening
Match's EV/EBITDA is lower today (36x) then it was 6 months ago (42x) and we are 6 months closer to not just a normalization, but likely massive...
327 Views