The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
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Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
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Aquila Acquisition Corp (7836 HK): ZG Group’s Punchy Valuation
ZG has a questionable business model, struggling to generate profits or underlying FCF. Our valuation analysis suggests that ZG's negotiated value...
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