Softbank Group - Vision Fund’s Race to Liquidity
Vision Fund is pushing portfolio companies to go public (up to 20 this year!) which should help the discount but also depends a lot on how tech...
345 Views
Grab - Considering SPAC Listing for a US$40bn Valuation?
Grab is reportedly considering SPAC listing in the US valuing the company at US$35bn -US$40bn,. We examine recent developments at Grab and look at...
619 Views
The Week that Was in ASEAN@Smartkarma - SPAC Listings, Indonesian Finance, and Jardine Strategic
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
324 Views
Z Holdings - With Merger Close, Investment Will Accelerate
The biggest takeaway from the merger close is the ¥500bn investment program. If it fuels stronger revenue growth then profits should follow over...
408 Views
Gojek (1379371D IJ) - A Leg Up for Digital Finance?
The move by GIC to invest in Bank Jago represents a vote of confidence in Gojek's digital financial strategy and places it ahead of its competitors...
411 Views