Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
455 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Storefront, Grab's MSCI Boost, and Unilever Indo
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
352 Views
Comfortdelgro (CD): Reopening and Green
reopening play while the share price is still lagging behind the pre-COVID level and as a green transport name for Comfortdelgro.
377 Views
ECM Weekly (13th Feb 2022) -Krafton, Huitongda, GogoX, Lepu, Adani Wilmar, Vedant, Mitsubishi Estate
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
471 Views
Bukalapak (BUKA IJ) - Storefronts, Specialty, and Financing
Bukalapak (BUKA IJ) continues to expand the range of products it offers to its Mitras including logistics services and financial products but it is...
470 Views