Bukalapak (BUKA IJ) - Opportunity from Adversity
Bukalapak saw some dramatic improvements in both take rates and contribution margins in 3Q2022, with more to come in 4Q2022 and beyond, from both...
497 Views
ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
481 Views
VinFast Auto Pre-IPO - The Negatives - ... But Starting Low
VinFast is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the not-so-positive aspects of the deal.
573 Views
Bank Central Asia (BBCA IJ) - The Mother of Connection
A conversation with Bank Central Asia post results revealed some interesting near-term and longer-term trends and initiatives as the economy...
532 Views
VinFast Auto Pre-IPO - The Positives - Aiming High...
VinFast Auto (1905332D VN) is looking to raise up to US$1bn in its upcoming US IPO. In this note, we talk about the positive aspects of the deal.
405 Views