The Week that Was in ASEAN@Smartkarma - Smartphones, Indonesian Cement, and Tobacco
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
640 Views
Tariff Fight/Huawei Bans/Real Estate/Luckin Coffee
China News That Matters It’s War! A People’s War Trump doubles down on Huawei in USA Property sales surge, restriction fears too Yes, to go (‘cos...
594 Views
Mixue Group: Lock-Up Expiry. Stock Slides 18% in a Month. Likely Limited Downside
Trading near the low end of valuation multiples, amid likely concerns over post lock-up expiry stake sale - limited downside risk. Upcoming FY2025...
507 Views
Aequitas: Eastroc Beverage A/H Trading - Weak Retail, Strong Insti Demand
Eastroc Beverage Group (605499 CH) (EB), a China-based functional beverage company, raised around US$1.5bn in its H-share listing. In this note, we...
296 Views