Grab SPAC: What Is Next?
Our revised SOTP valuation offers significant upside to Grab’s current share price but we would caution investors about the upcoming lock-up expiry...
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Full Truck Alliance Lock-Up Expiry - In Similar Delisting Boat as Didi. 60% of Stock up for Lock-Up
Full Truck Alliance (FTA), China’s largest digital freight platform by gross transaction value, raised around US$2bn in its US listing in Jun 21....
440 Views
The Week That Was in ASEAN@Smartkarma - Grab Listing, Cimory IPO, and Kalbe Farma
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
328 Views
DiDi Chuxing: Delisting - Relisting + US$20bn Lockup Expiry = Big Mess
On 2nd Dec 2021, Didi announced that it would look to delist its ADRs from NYSE and it would seek a listing on HKSE. The company also has US$20bn...
533 Views
Grab is Worth More Than the Sum its Parts
Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact. Despite a lot of enthusiasm...
489 Views