Dropsuite Limited - Growth > Profitability Makes Sense to Us
DSE delivered a typically strong 3Q24 result, with few surprises. User growth continues to accelerate, as does net new ARR.
187 Views
Dropsuite Limited - 1H24:The Balancing Act
DSE’s 1H24 result was in-line with OMLe at revenue ($18.9m vs $19.2m) but slightly below at EBITDA (~flat vs $1.1mE) on higher technology spend...
194 Views
Dropsuite Limited - The Breakout Quarter
DSE’s 2Q24 result was positive, with record quarterly paid user adds (112k), solid partner growth (+51% vs OMLe +35), and robust ARR ($26.5m, +30%)
208 Views
Paragon REIT (PGNREIT SP)'s Privatisation Offer
Looks pretty clean. A 7% premium to NAV and a roughly two-year high. If payment on or around late May, I'd pay up to S$0.97/share for a gross...
618 Views
(Mostly) Asia M&A, May 2025 Wrap: NTT Data, ZEEKR, MAC Copper, Torii, Mitsu. Shokuhin, SBI Sumishin
For the month of May, 13 new deals were discussed on Smartkarma with an overall deal size of ~US$27bn. The average premium for the new deals...
349 Views