Budweiser Brewing APAC IPO - Valuation Corrigendum, Index Inclusion Timeline and Quick Take on M&A
Budweiser Brewing Company APAC (1876 HK) (ABIAPAC) is looking to raise up to US$9.8bn in its Hong Kong IPO. I've covered the background and...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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The Week That Was in Asean@Smartkarma - Sweet Deals, Seaweeds and Shifting Patient Flows
In this week's ASEAN Weekly, I decided to fill in for the series as I suspect Angus Mackintosh is collecting good stories in J-town but got stuck...
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The Week That Was in ASEAN@Smartkarma - Banking Woes, the Rise of the Machines and Big Box Shopping
In this week's ASEAN offering we have some quite controversial commentary on the Singapore Banks, that suggest that there is more pain to come on...
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The Week that Was in ASEAN@Smartkarma - Politics, Pain and Soap Operas
This week we feature an interview with Manu Bhaskaran and his team at Centennial Asia, including Jason Tan and Asees Bajaj to canvass their views...
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