Malaysia MCO: Winners
auto and TV benefit from supportive government policy and prolonged stay-home consumer behavior respectively, namely UMW Holdings , DRB-Hicom Bhd...
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The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
MR DIY IPO Trading - Good Demand, Still Very Reasonable Valuation
The company is the largest home improvement retailer in Malaysia. We like the business for its resilient performance despite COVID-19 and...
641 Views
ECM Weekly (18 October 2020) - Lufax, Simcere, KWG Living, GDS, Jacobio
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. This week...
499 Views
The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
440 Views