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...
890 Views
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...
550 Views
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...
312 Views
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...
370 Views
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...
504 Views