STI Chalks Up 12% Return in 1H21 on Multiple Rotations
While the STI declined 1.1% in 2Q21, this was the strongest first half of a year for the STI since 2017, with the STI generating an 11.9% total...
1.3k Views
The Rising Tide of Digital IPOs and M&A in SE Asia's Digital Game of Thrones
We see a rising tide of new listings from the SEA Digital economy in 2H2021 and beyond, with some local listings and some taking the SPAC route.
359 Views
India Financials – Plop Plop Fizz Fizz
INDIA FINANCIALS: ECLGS was launched in May 2020 to offset poor economic conditions. ECGLS has again been expanded from INR 3 tn to INR 4.5 tn....
300 Views
Sembcorp Marine: BIG Rights Issue & Potential Combination with Keppel O&M
A big rights issue of S$1.5bn from SMM SP could see the stock trade lower. A potential merger with Keppel O&M could provide a bright spot....
771 Views
The Week That Was in ASEAN@Smartkarma - Vaccinated Tourism, Indonesian Retail, and COVID-19 Spike
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
228 Views