The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
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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Softbank Group - Tough Week for VF as Public Portfolio Falls $6bn over Two Days
Vision Fund's public portfolio has been hammered on weakness at Grab, Coupang and WeWork and QTD losses are approaching the record level from Q2...
494 Views
Grab 4Q2021: Heavy Spending on Customer and Driver Incentives Hurts Earnings
Grab's first post-IPO results was disappointing as both revenues and margins dropped due to heavy spending on customer/driver incentives. Share...
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Grab Earnings Preview: Recovery Ahead
We expect Grab’s earnings to start recovering from 4Q2022E onwards with recovery in mobility segment as economies fully reopen in the SEA region....
442 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
316 Views