J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
We're pulling this insight out of the archives in light of J&T's updated filing and its decision to begin pushing forward with its IPO in Hong Kong...
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GoTo May Not Be So Expensive, If You Own It Through Beenos
Beenos owns 3.545bn shares of GoTo with a lock-up period of 8 months and at the IPO price, the company’s ownership share would be valued at around...
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BFI Finance Indonesia (BFIN IJ) - Taking the Digital High Road
The confirmation that Jerry Ng, one of the major shareholders of Bank Jago will take a controlling stake in BFI Finance Indonesia should create a...
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Bukalapak: Still Overvalued & Former CEO’s Ownership Is an Overhang
If Bukalapak maintains the revenue trajectory, which sounds a bit optimistic considering that Mitra is running out of room for growth, Bukalapak's...
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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...
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