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Three issues with the Grab SPAC deal the market is ignoring

The build-up to the Grab SPAC deal with Altimeter has been frenetic and the market seems to be blind to a certain reality once the announcement was made. Accordingly, Tan would control 60% of the voting shares after the merger with Altimeter. There a...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 16 April 2021
Three issues with the Grab SPAC deal the market is ignoring
Three issues with the Grab SPAC deal the market is ignoring

Community Group Buying: the new battleground for China's Internet giants

The retail industry players have always been competing for high efficiency and satisfying consumer experience. Also, the structure of terminal retail channels for agricultural products during the pandemic has changed significantly, with the proportio...
EqualOcean Yangni
Yangni Liu @ EqualOcean 15 April 2021

Southeast Asia Grabs the biggest SPAC deal

After weeks of speculation, Grab Holdings is merging with Altimeter Growth Corp, a US-listed SPAC. It will be the first Southeast Asian tech unicorn to list through a SPAC. Altimeter will invest US$750mn, which would be 20% of the cash proceeds. Othe...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 14 April 2021
Southeast Asia Grabs the biggest SPAC deal
Southeast Asia Grabs the biggest SPAC deal

Three opportunities brought by Archegos Capital's outburst

The event dragged the NASDAQ Golden Dragon China Index downwards by 9% on the first trading day after it occurred. Among these names, Chinese concept stocks have suffered most, with TME down around 35% since March 23. Even though some of these compan...
EqualOcean Niko
Niko Yang @ EqualOcean 13 April 2021

SPAC listings for Grab and Traveloka show the upside for EM e-commerce

This week, Grab, Southeast Asia’s most valuable start-up, is set for the largest merger between a private business and a SPAC. Grab is based in Singapore and has operations in Southeast Asia. Its business includes ride-hailing, food delivery and digi...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 12 April 2021
SPAC listings for Grab and Traveloka show the upside for EM e-commerce
SPAC listings for Grab and Traveloka show the upside for EM e-commerce

Tuya: Overvalued, risky, but worth watching

The Chinese AIoT leader is facing some challenges, which it's rather well-equipped to deal with. > To read the full article for free, please clickhere. The company has raised up to USD 872 million in the U.S. market and is expected to have 417.36 mil...
EqualOcean Fuller
Fuller Wang @ EqualOcean 1 April 2021
Tuya: Overvalued, risky, but worth watching
Tuya: Overvalued, risky, but worth watching