CX Daily: Casino Plan Could Put Thailand Behind Only Las Vegas and Macao
TOP STORY Casinos / In Depth: Casino plan could put Thailand behind only Las Vegas and Macao The Thai government first proposed legalizing...
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MIXUE Pre-IPO - Updated Peer Comparison - Bigger, Faster, Stronger
MIXUE Group Mixue Group is now looking to raise around US$500m in its upcoming Hong Kong IPO. In this note, we update our earlier peer comparison.
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Xtapli Placement - Questionable Timing. An AI Momentum Play, at Best
Xtapli is looking to raise around US$242m via a primary placement, after having raised US$145m in Jan 2025. In this note, we talk about the deal...
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[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...
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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...
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