Alibaba (BABA US): Fighting Back
Ownership in Alibaba Group Holdings is on the rise among active Greater China managers. . Stock price below $100 a clear catalyst for managers to...
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DPC Dash Pre-IPO - The Negatives - Lags the Leader, Remains Loss Making
DPC Dash, Domino's Pizza's franchisee in China, aims to raise around US$100m in its Hong Kong IPO. In this note, we talk about the not so positive...
493 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Grab, and Selamat Sempurna
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
335 Views
ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus, Paytm
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
603 Views
2023 High Conviction: Zomato - Home Delivering Laziness
Zomato is one of the largest food delivery platforms in India. It was listed in Jul 21 and after initially doubling, its shares are now trading...
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