Lalatech Holdings Limited Pre-IPO - Refiling Updates - Continues to Improve, Valuation Gap Narrowing
Lalatech Holdings is looking to raise about US$1bn in its upcoming HK IPO. In this note, we look at the updates from its most recent refiling.
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Grab Holdings (GRAB US) - Rich in Initiatives
Grab's 1Q2024 results will reflect seasonal factors but should also reveal something about Grab's new initiatives and the changing competitive...
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The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
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The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
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Vinfast (VFS US) - An EV Accident Waiting to Happen?
Vinfast is big on promise but low on delivery, with sales in FY2023 below expectations, and the majority being to related companies. There are...
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