The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
468 Views
The Month the World Stood Still (Part II) - The Cost Could Be Less than the Announced Stimulus
With COVID-19 and stimulus packages being in the news day in and day out, here are my two cents on what policy makers need to do to get over this...
831 Views
Lung Fung Group IPO: New Stores Driving Growth Is Enough To Bring In Investor Footfall
Hong Kong's Lung Fung Group launches IPO to raise funds for expansion and growth, with a reasonable valuation for potential investors.
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Last Week In Event SPACE: Nippon Dry Chemical, CK Hutch, Jardine Matheson, Qoria, EOFlow
It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...
149 Views
CK Hutch (1 HK): Assets Sales And Listings Abound. This Is A Buy
A ~47% disc. to NAV & fwd P/B of 0.46x, CKH is inexpensive. Assets sales (ports, telcos, utility, supermarkets) ongoing and purported; plus...
160 Views