Smartkarma Originals
Geek+: Global Leader in Smart Logistics Robotic Technology
We view VC-backed Geek+ as a great company and a category winner that is addressing the fastest-growing warehouse automation and robotics segment
415 Views
GEM Weekly (28 Oct 2022): China GDP, Retail Sales, South Korea GDP; SK Hynix, Flipkart
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
314 Views
PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
380 Views
I-Tail Corporation Pre-IPO - The Positives - For the Pampered Pets
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
566 Views
Chewy: Post-Pandemic Slowdown Is Here To Stay While Insiders Are Cashing Out
We believe Chewy stock is overvalued as revenue growth decelerated significantly and active customer growth stalled. Insiders are cashing out,...
367 Views