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.
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The Week That Was in ASEAN@Smartkarma - Adaro Beyond Coal, Indocement, and SingTel Back in Favour?
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
350 Views
Singtel: Demand Surge
Sentiment turns for Singtel after a raft of opening positions among Asia Ex-Japan active managers. Follows rotation into broader Singapore market...
453 Views
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
304 Views
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
721 Views