Comfortdelgro (CD): Restriction Easing, Green And Low EV/EBITDA.
On track to becoming greener as it just bought100 BYD, and its hybrid taxi is 50% of the total. Restriction of easing will benefit Comfortdelgro...
587 Views
Raffles Medical (RFMD SP) - Pivot in SG Travel Rules, Testing Regime and Its Implications
Singapore will apply streamlined COVID-19 rules from 25 Feb, with a focus on vaccination status instead of aggressive testing. We discuss whether...
535 Views
Healthium Medtech Pre-IPO - Steady Earnings, Creating a Niche
Healthium Medtech is looking to raise up to US$500m in its upcoming India IPO. Healthium Medtech is a medtech company that manufactures products...
325 Views
ASEAN Reopening: Tourism and Transport Reboot
Rebound in the travel and tourism-related names is about to hit an inflection point that could torpedo the share price back into the pre-COVID-19...
307 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
242 Views