Aspirasi Hidup Indonesia (ACES IJ) - Growing AZKO Stores and Private Label
AHI continues to push the AZKO brand with higher promotional spend, offset by the lack of royalties to ACES US. Guidance looks conservative and...
422 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
442 Views
ECM Weekly (31st Mar 2025) - Xiaomi, NIO, FCT, Gigabyte, DN Sol, Nanshan Al, Zenergy, LXJ, Veeda
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
523 Views
Eco-Shop Marketing Pre-IPO - Deserving a Premium Valuation
Eco-Shop Marketing (ES) is looking to raise about US$226m in its upcoming Malaysia IPO. It is the largest dollar chain in Malaysia. In this note,...
659 Views
The Week That Was in ASEAN@Smartkarma - Grab Holdings, XL Axiata, and SCBX in Bloom
The past week saw insights on Grab Holdings (GRAB US), XL Axiata (EXCL IJ), Siam Commercial Bank (SCB TB), Delta Electronics Thailand (DELTA TB)...
558 Views