Miniso: Genuinely Undervalued & A Decent Long Hedge to Increase Short Exposure to Chinese E-Commerce
It might take some time for Miniso to generate multi-bagger returns on a stand-alone basis, but it could still help investors generate sizable...
590 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Thai Life IPO, and Saratoga Unlocking Value
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
436 Views
ECM Weekly (12th June 2022) - Alibaba, Kakao Pay, Thai Life, Tuhu, GoGoX, Net Protection, WM Motor
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
643 Views
Hang Seng Index Constituents 8th June 2022
I got Alibaba spectacularly wrong. The government allowed the release of new games and eased some restrictions on the tech sector.
380 Views
Net Protections Holding IPO Lock-Up - Small Expiry Now, Before 20% Is Released Later in the Year
Net Protections Holdings, a buy now pay later service provider, raised around US$570m in its Japan IPO in Dec 2021. The lockup on one set of...
568 Views