The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Betagro IPO Trading - Seems Fairly Valued
Betagro (BTG TB) raised about US$460m in its Thailand IPO. Betagro is an integrated agro-industrial and food business in Thailand. In this note we...
376 Views
Bangkok Express and Metro (BEM): Marching On
The early sign of recovery is there and BEM has proven that it participates and does not lag behind the improvement in the ridership recovery as...
443 Views
Thai Life Insurance IPO Trading - One for Domestics and Cornerstones
Thai Life Insurance (TLI) raised around US$975m in its Thailand IPO. Cornerstone investors, including GIC, took up around 54% of the deal. In this...
751 Views
Delhivery IPO - Thoughts on Valution, Touch-And-Go
Delhivery is now looking to raise around US$700m in its upcoming India IPO, the company is backed by a host of financial investors, the largest...
753 Views