Tencent to Acquire Kakao Mobility?
Tencent (700 HK) has emerged as a major contender to acquire about 40% stake in Kakao Mobility which operates Korea' leading ride hailing app Kakao T.
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CaoCao IPO (2643 HK): Valuation Insights
In this note, I present my forecasts and discuss valuation. My analysis suggests that CaoCao is at best fairly valued at the offer price....
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CaoCao IPO: The Bear Case
CaoCao is the second-largest ride-hailing player in China and is seeking to raise US$200-300 million. In this note, I discuss the key elements of...
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CaoCao IPO: The Bull Case
CaoCao is the second-largest ride-hailing player in China and is seeking to raise US$200-300 million. In this note, I discuss the key elements of...
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The Week That Was in ASEAN@Smartkarma - Grab's Initiatves, Wintermar Marine, and The Keepers.
The past week saw insights on Grab Holdings (GRAB US), Wintermar Offshore Marine (WINS IJ), Japfa Ltd (JAP SP), Ginebra San Miguel (GSMI PM), and...
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