J&T Global Express Pre-IPO, Part 2: SE Asia Operation | Demand, Supply Profiles | Valuation Approach
We're pulling this insight out of the archives in light of J&T's updated filing and its decision to begin pushing forward with its IPO in Hong Kong...
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Singapore Mini Lockdown: Winners and Losers
In this report, we identify that Sheng Siong (SSG SP) , Sea Ltd (SE US) and Singapore Post (SPOST SP)as winners while Comfortdelgro Corp (CD SP)...
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DRB HiCom (DRB): Tax Holiday and E-Commerce Beneficiaries
The car sales tax holiday improved car sales during MCO and it has just been extended until June 2021 The postal business, benefited from the MCO...
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Singpost (SPOST): Riding the E-Commerce Awakening in ASEAN
SPOST trades at the lowest EV/EBITDA multiples to its peers and below book value. Q4 has traditionally a strong season and now that it has become...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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