IQiyi Placement - An Ex-Growth Netflix - Needs a Deep Deep Discount
iQiyi aims to raise around US$1.7bn from a CB and primary follow-on offering. The ADS offering is expected to raise around US$900m, with the...
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Alibaba (BABA): This Online Antitrust Wave, A Risk, But Not A Massacre
The State Administration for Market Regulation (SAMR) started to investigate many internet companies for monopoly. We believe the movement is...
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Blue Moon Group IPO Trading - Too Expensive for Our Liking but Retail Traders Seem to Like It
Blue Moon Group Holdings (BMG HK) (BMG) raised around US$1.4bn in its Hong Kong listing. The company is backed by Hillhouse who first invested in...
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ComfortDelgro (CD): Re-Discover Singapore
Phase 3 is to happen soon and the speech highlighted more positives than negative news on COVID-19 development in SG and help to raise higher...
468 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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