Monthly Chinese Tourism Tracker | Domestic Activity Firmed in April | Airlines > TCOM (May 2025)
The growth of Chinese domestic air travel activity in April accelerated to almost 8% after slumping to < 1% in Q125. High domestic passenger load...
582 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Buoyant, Grab Delivering, and DXN IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
379 Views
Skymark Airlines IPO - Peer Comparison & Valuation - Asking Too Much for Clipped Wings
Skymark Airlines (9204 JP) is looking to raise approximately US$235m in its Japan IPO. In this note, we talk about peer comparison and valuations.
668 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Buy Now Pay Later, and BFI Finance
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
340 Views
A Big Step Forward in Lease Restructuring
Buy Airasia Berhad: A Big Step Forward in Lease Restructuring. - By: TA Securities Holdings Bhd
269 Views