The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
531 Views
Trend Micro (4704) Up For Sale? Would Be a HUGE Buyout But How Huge? And Who?
Reuters has an article out saying that Buyout firms are "vying for" Trend Micro. Bain, Advent, EQT, KKR all in the mix. The stock went limit up...
1.2k Views
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
This podcast discusses the latest trends in the market, focusing on AI, data centers, and electrification while emphasizing the importance of...
951 Views
CATL A/H Listing - IPO Filing Updates
Contemporary Amperex Technology (CATL), one of the world’s largest battery solutions providers, aims to raise at least US$5bn in its H-share...
907 Views
Indosat (ISAT IJ) - A More Intelligent Future
Indosat continues to build on its AI edge both around its mobile strategies and as a standalone AI-as-a-service business. Valuations are attractive...
457 Views