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Tokopedia PT (1087142D IJ)
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143
Analysis
Information Technology
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Indonesia
Tokopedia PT provides e-commerce services. The Company owns and operates an online e-commerce platform that allows individuals and small-to-mid-sized business owners to start their online stores.
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bullish
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Grab Holdings
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09 Apr 2021 16:58
Grab - Biting the Bullet with a SPAC Listing?
A SPAC listing for Grab is a quick path to market, which given potential risk factors ahead may be opportune timing wise
Angus Mackintosh
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585 Views
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bullish
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Cross Asset Strategy
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05 Apr 2021 21:26
The Easter Week That Was in ASEAN@Smartkarma - ShopeeFood, Indonesia's 1st US SPAC, and Indocement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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257 Views
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bullish
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Adi Sarana Armada
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31 Mar 2021 17:11
Adi Sarana Armada (ASSA IJ) - To the Last Mile and Beyond
ASSA saw growth in its car rental business despite the pandemic but its last-mile delivery business Anteraja is what will drive the long-term...
Angus Mackintosh
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340 Views
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bullish
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Softbank Group
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17 Mar 2021 19:52
Softbank Group - Vision Fund’s Race to Liquidity
Vision Fund is pushing portfolio companies to go public (up to 20 this year!) which should help the discount but also depends a lot on how tech...
Kirk Boodry
248 Views
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bearish
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Grab Holdings
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16 Mar 2021 12:15
Grab - Considering SPAC Listing for a US$40bn Valuation?
Grab is reportedly considering SPAC listing in the US valuing the company at US$35bn -US$40bn,. We examine recent developments at Grab and look at...
Angus Mackintosh
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430 Views
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