ZKH Group Pre-IPO - If Only Its Growth Was Sustainable
ZKH has refiled its prospectus on 27th Nov 23 and downsized the deal from a reported US$300m in Mar 23 to US$100-150m in Nov 23. We have looked at...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
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[Blue Lotus Daily - TMT Update]: BABA/ VIPS/PDD/JD/Meituan, 3690.HK/Tencent, 700.HK/SE
Social retail consumption data improved in October for BABA, VIPS, PDD, 3690.HK, and JD. Tencent increased ownership stake in a Wuxia Genre Gaming...
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Sea Ltd (SE US) - Paying the Price for Market Leadership
Sea Ltd may not have engendered itself with investors impressed with its ability to pivot like no other to actual profitability, now introducing an...
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CaiNiao Smart Logistics Pre-IPO Part 5 | For Better or Worse, J&T IPO Will Impact CaiNiao Valuation
For better or worse, we believe investors will view J&T Global Express' recent IPO as the primary reference point for CaiNiao's planned IPO in Hong...
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