Paypal + Pinterest Initial Thoughts
We are more bullish on the deal logic than initial reaction from the market and sell-side and would buy Paypal on this pullback.
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Weekly Innovation Review (WIRE) #54
Deep Dive - Facebook Metaverse This week I want to do a deep dive into the Metaverse after Facebook (FB) announced its plan to hire 10,000 people...
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Kakao Pay IPO - Low-End Still Appear Reasonable but Stock Will More Likely Be Driven by Sentiment
Kakao Pay aims to raise up to US$1.3bn in its South Korean IPO. In this note, we will look at the recent updates and revisit our valuation.
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The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Tencent Holdings – Under Severe Pressure
TENCENT: Alibaba and Tencent have begun unblocking rivals’ app links. Prior to impact of the new regulations, Tencent’s results were already stressed.
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