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
Roblox: If Its in the Game, Its in the Game
Roblox is set to IPO tomorrow. We think its a unique asset and are inclined to own this depending on how outlandish valuation turns out to be as...
475 Views
Emtek (EMTK IJ) - Bukalapak Eyeing a SPAC Listing But Jakarta May Be First?
Emtek is an interesting way to play the burgeoning digital economy in Indonesia and would be a key beneficiary should subsidiary Bukalapak choose...
506 Views
Tuya (涂鸦智能) Pre-IPO - Peer Comparison, Forecast, and Valuation
Tuya Inc (1869782D US) is looking to raise US$1bn in its upcoming U.S. IPO. In this note, we will take a look at comparable peers, share our...
499 Views
Snowflake 4Q21 Earnings: Their Revenues ARE Worth More Than Yours
Snowflake had an incredible quarter and we think its a reasonable entry point for the highest valuation software stock in the market.
516 Views