Delhivery IPO Trading - Anchor Book Was Good but Overall Demand Was Still Tepid
Delhivery raised around US$680m in its India IPO, the company is backed by a host of financial investors, the largest being Softbank. In this note,...
588 Views
CX Daily: China Eases Covid-19 Test Rules for Air Travelers From More Countries
China eases Covid-19 test rules for air travelers from more countries. Global investors continue to dump yuan bonds as Treasurys, dollar rise
344 Views
Sea Ltd: In Rough Seas
Sea's share price rose 14% yesterday after beating consensus revenue by 1.4%, but this seems unwarranted as Sea lowered the lower-end of the e...
525 Views
Sea Ltd (SE US) - Reading the Positive Signals
Sea Ltd saw a strong rally post results given guidance was maintained albeit with a wider range, and it is trading at a discount to peers, despite...
581 Views
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
357 Views