The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
526 Views
Alibaba (9988 HK): Results This Week; Over US$1bn Passive Selling in 3 Weeks
The huge rally in Alibaba over the last month will lead to capping in the Hang Seng Indexes in March. We estimate passives need to sell US$1.2bn of...
1.7k Views
Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But How Huge? And Who?
Reuters has an article out saying that Buyout firms are "vying for" Trend Micro. Bain, Advent, EQT, KKR all in the mix. The stock went limit up...
1.2k Views
Xiaomi Corp: China Smartphone Market—Steady Growth in 2024. Subsidy to Spur Demand in 2025
As Xiaomi's stock hits new highs, drawing investor attention to our recent insight that highlighted how it would be a prime beneficiary of...
624 Views
Novatek (3034.TT): Earthquake Affecting 1Q25 Outlook; Benefited by Subsidies for China's Electronics
​1Q25 outlook for Novatek expected to decline 0-5% due to Taiwan earthquake, but boosted by Apple demand and China subsidies. Trump unhappy with...
584 Views