Tencent Investee Selldown - JD.com Done, Meituan Done, Two More Still Left
Tencent has been distributing shares in some of its investments over the past two years. In this note, we look at which of its remaining investee...
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Smartkarma Originals
In-Depth Analysis: Google's E-Conomy SEA Report Underestimates Southeast Asia's Digital Potential
A Deep Dive into the e-Conomy SEA Report's AssumptionsThe e-Conomy SEA report is a widely cited annual study on the state of Southeast Asia's...
1.5k Views
Klook Pre-IPO - The Negatives - Disclosures Lagging
Klook (KLK US), a pan-regional experiences platform in Asia-Pacific, aims to raise around US$500m in its US listing. In this note, we talk about...
372 Views
ECM Weekly (17 November 2025) -Softcare, Northsand, Human Made, Lenskart, Pine Labs, Klook, Sagility
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Pine Labs IPO Trading - Low/No Demand
Pine Labs raised around US$450m in its India IPO. Overall demand was weak. In this note we talk about the trading dynamics.
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