Baidu: Can AI Cloud, Intelligent Driving Save the Day as Marketing Continues to Lose Market Share?
In this insight, we look at the Chinese digital ad market, Baidu’s market share loss, and analyse whether AI Cloud and Intelligent Driving could...
570 Views
Softbank Group - Semiconductor Weakness Expands Discount
The discount to fair value has expanded by 4pp in a week as tech weakness not only reduces net asset value but also raises concerns on an IPO of...
587 Views
Go Air (Go First) Pre-IPO - The Positives - Was Flying Reasonably High Pre-COVID
GoAir (Go First) is looking to raise up to US$500m in its upcoming India IPO. The company is owned by the Wadia family, who also own Britannia...
501 Views
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...
593 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