SPAC Grab ... At 2x Uber
There are 650mn consumers in Southeast Asia, worth an estimated US$2.8tn. This is not a winner takes all maker. If anything, it's a three-way "grab".
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Gojek (1379371D IJ) - A Leg Up for Digital Finance?
The move by GIC to invest in Bank Jago represents a vote of confidence in Gojek's digital financial strategy and places it ahead of its competitors...
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Alibaba (BABA US): Ant Group Woes Overly Priced-In
In this report, we summarize the potential impact of the recently announced regulation by CBIRC on Ant Group and why its value remains intact,...
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Affirm (AFRM) – The Rise of the Financial Super App
Affirm has a strong technology focus and a mission driven CEO who believes in bringing fairness to financial products. Investors should not...
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The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
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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