Dida (2559 HK): Tongcheng (780 HK)’s VGO and Special Dividend
This is a low-risk deal as the offer does not require PRC reg approvals and irrevocables satisfy the min acceptance condition. Despite being below...
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"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)
Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...
589 Views
Uber. Autonomous Driving Reality Check
The terms of Uber's sale of its ATG division to Aurora strongly suggest that the division is currently overvalued and that Uber was willing to...
401 Views
The Week that Was in ASEAN@Smartkarma - Unicorns & Super Apps, SCG Packaging, and Thai Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
408 Views
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
362 Views