GoTo: Lock-Up Expiry and a Coordinated Secondary Offering – Further Downside to Share Price Likely
Despite a secondary offering to prevent a crash in share price following lock-up expiry, given the size of the secondary offering (about US$1bn),...
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GoTo Lock-Up: A Sizeable Secondary Offering Incoming
The lock-up of 89.63% of shares expires on 30 November. The shares are fairly valued at the last close, but the sizeable secondary offering (US$1bn...
362 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
310 Views
ECM Weekly (23rd Oct 2022) - Giant Biogene, Blibli, Bionote, Fusion Micro, Mitsubishi Estate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
632 Views
Blibli Vs Tokopedia Vs Bukalapak Vs Lazada Vs Shopee
In this note, we compare Blibli vs its peers' relevant businesses across monthly site visits, app downloads, social engagement, GTV, take rates and...
1k Views