The Week That Was in ASEAN@Smartkarma - Bank Central Asia, Grab Holdings, and Thai Banks
The past week saw insights on Bank Central Asia (BBCA IJ), Grab Holdings (GRAB US), Dyna Mac (DMHL SP), Delta Electronics Thailand (DELTA TB) and...
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Swiggy IPO: The Bull Case
The bull case rests on strong customer retention, food delivery hitting break-even, Instamart’s rapid growth and declining losses, and Out-of-Home...
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Grab Holdings (GRAB US) - Harvesting Product-Led Initiatives
Grab has started to harvest revenues from its product-led initiatives with a stronger performance expected in 3Q2024 for both growth and...
569 Views
Buying Global Technology; SPX and MSCI ACWI Above Base Supports; Sea, TSMC, SAP, Luxshare, & More
Buying Global Technology; $SPX and MSCI $ACWI Remain Above Base Supports at 5650-5670 and $117; Buying Taiwan Semiconductor $TSM $SE $SAP $GRAB...
532 Views
Pony AI Pre-IPO - The Negatives - No Signs of Growth, Valuation Has Already Been Cut by 50%+
Pony AI (PONY US), an autonomous mobility solutions provider, is looking to raise up to US$300m in its US IPO. In this note, we talk about the not...
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