The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
359 Views
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...
343 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...
618 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...
318 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...
406 Views