Cross ASEAN Ground Zero - BNPL Is the New P2P, PropertyGuru's Vulnerability, and Difficult Logistics
This week we look at the changing fortunes of Fintech, as BNPL continues to show promise and P2P sinks deeper into difficult territory, exemplified...
497 Views
The Week that Was in ASEAN@Smartkarma - PropertyGuru Lock-Ups, Moya Holdings Delisting, and TISCO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
532 Views
Domain Holdings (DHG AU): CoStar’s A$4.43 Binding Proposal a Done Deal
Nine's support suggests that this is a done deal. At the last close and for an end-of-August payment, the gross/annualised spread is 1.1%/3.6%.
550 Views
Dada Nexus (DADA US): JD.Com's US$2/ADS Firm Offer
This is a clean deal. Just a question of timing. The spread is attractive. I'd look to enter around here and on any pullback.
588 Views
Domain Holdings (DHG AU): CoStar Returns with a Final NBIO at A$4.43
A binding proposal should be forthcoming. The revised and final offer is attractive compared to precedent transaction multiples. The vote is low...
484 Views