MUFG GRABbing at the Chance to Serve ASEAN’s Unbanked
In our Smartkarma Originals Insight on Ride Hailing last year, we articulated our view as being sceptical of the ability of pure ride hailers to...
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Aequitas: GO Inc IPO Trading - Strong Demand but Its Not Cheap
GO (581A JP) a leading taxi app in Japan, raised around US$550m via a secondary selldown in its Japan IPO. In this note, we talk about the deal...
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Go Inc. IPO: Peer Comparison and Valuation
GO Inc. has set the final IPO pricing at JPY2,400 per share. As we have discussed in this insight, we think the IPO valuation is not cheap and we...
245 Views
Didi Q126 Results: International Segment Still a Headache, Especially Food Delivery
A new year for Didi, but last year's main trends remain intact: improved performance in the core China segment, and worsening losses outside of its...
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Smartkarma Originals
Ride Hailers: Disruptive Technology Platform or Taxi Dispatch Service Operators?
A joint report by LightStream Research & Henry Kwon Ride hailers pitch themselves to investors and regulators as disruptive P2P technology...
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