The Week That Was in ASEAN@Smartkarma - Bank Mandiri, CPALL, and Grab Holdings
The past week saw insights on Bank Mandiri (BMRI IJ), CP ALL (CPALL TB), Grab Holdings (GRAB US), Sai Gon Cargo Service (SCS VN), and Ever Glory...
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[Blue Lotus China New Consumer Weekly, 6/52] Express Delivery Showed Social Gift Took off During CNY
CNY gift giving boosts express delivery growth, BYD to add ADS to low priced cars, Chinese EV makers engage in price wars with potential financing...
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While TSLA US Is Falling, BYD (1211HK) Is Rising (Maybe a Bit Too Fast!)
BYD (1211 HK) recently surged on investor excitement over upcoming autonomous-driving strategy announcement, but the stock is already ultra...
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Guming Holdings IPO - Digestible Valuation from the Bottom End
Guming Holdings (GUM HK) is looking to raise US$202m in its Hong Kong IPO. In this note, we discuss our thoughts on valuation at the IPO price range.
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Ola Electric IPO Lockup - US$1.6bn+ Lockup Release
Ola Electric (OLAELEC IN) raised around US$734m in its India IPO in August 2024. The lockup for its pre-IPO investors is set to expire soon.
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