Zomato Lock-Up - A US$650m+ Worth Acquisition Linked Lockup Release
In Aug 2022, Zomato completed the acquisition of Blinkit’s outstanding shares via issuing its own shares. These issued shares will come up for...
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Grab Holdings (GRAB IJ) - Winning with Trans-Cab and Deposits in Singapore
Grab recently announced the acquisition of Trans-cab in Singapore, the 3rd largest taxi operator there. This will help to solve driver shortage...
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Grab Holdings (GRAB IJ) - Rationalising With Growth in Mind
Grab's announcement this week that it would cut 11% of its workforce was a move to rationalise costs to give the platform a sure footing for longer...
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Alibaba Potential IPOs - Part 5 - An Early Look at Local Operations
On 28th Mar 2023, Alibaba (BABA US) announced that it would adopt a new organizational and governance structure. In those note we take an early...
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Full Truck Alliance Q123 Earnings | Progress on Improving Mix | Other Changes Need More Time
Despite solid revenue growth and rising profitability in Q1, investors focused on unexciting Q2 guidance. In this note we highlight some...
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