The Week That Was in ASEAN@Smartkarma - Grab's Maps, Kino's Beverages & Beauty, and ThaiBev's BeerCo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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SOCAR IPO: Another Absurd Valuation
This post details the terms of the SOCAR IPO and discusses the irrational valuation done by the bankers, considering that the IPO prospectus...
688 Views
Grab (GRAB US) - Mapping Out a More Prudent Future
Grab continues to innovate and adapt to more challenging times, with a focus on moving toward profitability with ongoing efforts to reduce...
583 Views
Sea Ltd (SE US) - Navigating Challenging Waters With Sails Set
We will not follow on the coattails of liquidity with a negative recommendation when what management is doing looks positive and Sea Ltd (SE US) is...
700 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Life IPO, and Saratoga Unlocking Value
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
432 Views