[Blue Lotus China New Consumer Weekly, 7/52] Xi's Meeting with Ma Closed the Anti-Monopoly Chapter
​Xi's meeting with Chinese business leaders signals a closer relationship going forward. Social financing data improved in January 2025. BYD's...
451 Views
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
533 Views
CATL IPO (Hong Kong) Valuation Analysis
Our valuation analysis suggests that CATL is undervalued. Our base case valuation suggests implied market cap of 1.5 trillion CNY, which represents...
1.2k Views
Singapore Market Roundup (13-Feb-2025): FEHT favored for strong RevPAR and M&A in 2HFY2024.
FEHT is favored by analysts for strong hotel RevPAR, DBS is skeptical of China's AI breakthrough, and CGSI upgrades ISDN on industrial automation...
215 Views
Asian Equities: It's China's Year - Our "China Twelve" In the Year of the Snake
​In 25 HK/China should outperform. Monetization of China's tech capability, policy stimulus during NPC are catalysts. Structural issues- Debt,...
796 Views