The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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SingTel (ST SP): Steep Discount Amid Strong First-Half Results
Amid improving earnings, the market is assigning S$6.7bn less for the unlisted ops YTDÂ Continue to recommend SongTel either as a deep value play,...
467 Views
Healthium Medtech Pre-IPO - Steady Earnings, Creating a Niche
Healthium Medtech is looking to raise up to US$500m in its upcoming India IPO. Healthium Medtech is a medtech company that manufactures products...
325 Views
Bharti Airtel (BHARTI IN) | Revisiting Core Thesis
As Bharti Airtel (BHARTI IN) rights issue is underway, we take this opportunity to re-visit our core thesis on Bharti along with assessing the...
389 Views
Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
287 Views